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Investment Management

How to Start Investing as a Teen

How to start investing as a teen

“I wish I would have started sooner.” I hear this phrase in my office nearly every day. No matter the age of the people I meet, almost all of them wish they would have started investing earlier. So, the other day my nephew, Keaton, asked if he could open an investment account. He is almost…

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3 Big Reasons to Work with a Financial Advisor

3 Big Reasons to Work With A Financial Advisor - woman at computer screen trying to figure out investing

When it comes to investing for your future and planning for retirement, you might think to yourself: “I’ll just watch a few YouTube tutorials and figure this all out on my own. Why should I work with a financial advisor?” While there are countless reasons why working with a financial advisor is beneficial for you, let’s…

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