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Staying Financially Grounded Earlier this week, we wrote to you to share our thoughts on the correct way to think about “corrections” as market volatility, strangely absent last year, has come roaring back. We’ve had a bit of a bumpy ride over the past two...
Topics: TheLiveBigWay® Digest

During times of market volatility, investors can feel like they're riding a bumpy roller coaster ride. And while our worldview about the markets is that human beings are fundamentally growth seeking and resilient, we recognize that the bumps along the way can make investors feel...
Topics: Financial Planning

All Our Clients Are 'Round' Flashback to your high school English class. While you were busy passing notes, your teacher was likely sharing some information actually worth retaining. In this case, we’re referring to the two, well-known categories of literary characters: round and flat. While...
Topics: TheLiveBigWay® Digest

Credit scores are used by individuals and organizations as a method of assessing a person’s financial responsibility. The “grading scale” ranges from 300, being the weakest, to 850, being the strongest. As a reference, Experian assesses a credit score above 670 as “good”. It is...
Topics: Financial Planning

Get More from Your Credit Score In today’s world, there are dozens of numerical expressions that make up one’s financial life. Credit scores are one example of those digital expressions, and are used to assess a person’s financial responsibility. It is widely understood that this…

Topics: TheLiveBigWay® Digest

Long-Term Care Aware Long-term care is not a one-time need. Rather, it is a “continuum of care” that starts at home and advances to an assisted living community or nursing home. No matter where one falls on this continuum of care, the costs can be...
Topics: TheLiveBigWay® Digest

Olympic Overlap The 2018 Winter Olympics are officially upon us! This year’s festivities are being held in PyeongChang, South Korea and began (last night) with figure skating and will further kick off with the opening ceremony today. While these upcoming competitions may vary widely with…

Topics: TheLiveBigWay® Digest

Creative Strategies - Grounded Wisdom® Financial advice is helpful. Financial planning is magic. Creative is not a word that always comes to mind when you think of wealth management. But our firm and our Client relationships are built around our talent for thinking creatively -...
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We’re great people to think with, and we’re also great people to talk with. Whether you have a specific question, or simply want to walk an idea around the block with us, please don’t hesitate to contact us.

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