financial planning

Jeff Bernier | Dec 31, 2020

stock market

economy

Welcome to Forecast Season. It's that time of year! Skip the forecasts and instead focus on these 6 planning suggestions.

Jeff Bernier | Jul 24, 2020

refinance

How real life experience can often trump training and education in preparing us for decisions.

Jeff Bernier | Jun 29, 2020

investor behavior

By: Jeff Bernier

Combine a VUCA (Volatile Uncertain Complex Ambiguous) world with 24/7 media, social media, and entrenched tribes and you get a lot of NOISE

Jeff Bernier | May 26, 2020

investor behavior

By: Jeff Bernier

"Are we there yet?" Ever notice how in the midst of experiences time seems to drag? Read on to learn how having clarity and confidence in

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No matter where you are in your journey, our goal is for you to be better able to navigate and have clarity and confidence in the future.