Latest Posts

Planning for the Long, Long Term

by Jared White on Dec 31, 2018

Most people looking to implement a financial plan are making decisions with the long term in mind. While what long term means tends to vary depending on factors like age, individual and family goals it’s safe to say most planners and their clients would agree that long term is usually measured in years, not months.

Refinancing Your Mortgage: It’s not just about the rate

by Jared White on Dec 29, 2018

These are truly remarkable times in the mortgage industry. Mortgage rates are still at their lowest point in more than 50 years presenting homeowners with a once-in-a lifetime opportunity to lock in rates while they’re at or near the bottom. No one can say for certain whether rates can or will drop even further, but what is certain is that, at some point, they will go up.

Investors Beware: The Media Noise can be Deafening

by Jared White on Dec 26, 2018

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.

Investors: Beware of the Herd

by Jared White on Dec 25, 2018

If you’ve ever seen it, it’s one of those things you’ll never forget – the mass migration of hundreds of thousands of wildebeest moving across the plains of Africa in search of a fresh feeding area. It’s magnificent to watch. Of course, we know why mammals herd together – it’s because there’s safety in numbers.