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When it comes to travel, people want to make sure they're getting the most out of their trip. Travel Credit Cards are a great way to start your trip off on the right foot, however, it's important to evaluate all the pros/cons to the card before making that decision. Alex answers and explains some hot topic questions around consumer suitability, factors to consider when comparing cards, and mistakes to avoid.
A growing number of investors are prioritizing socially responsible outcomes in addition to financial results as they align their assets with personal values through environmental, sustainable, and governance (ESG) investments. Founder and Wealth Advisor explains benefits of ESG Investing from both a value and risk/return perspective.
It's a question every savvy borrower thinks about: Should I pay off my mortgage and be done with it? Or should I take the mortgage company's money and try to get a better return in the stock market?
Student credit cards are great tools for your everyday spending while you are enrolled in school. It allows you payment flexibility, the ability to earn cash back rewards and build your credit score early into adulthood. However, make sure not to spend more than you can afford, as the interest penalties can quickly grow.
Our business is built on a foundation of thoughtful client relationships.
Founder and Wealth Advisor Nick Cantrell was quoted extensively in a new article by U.S. News & World Report on how advisors are working with clients during the pandemic. In particular, Nick discussed how many clients are choosing to implement a "phased retirement" by working part-time for a few years at the beginning of their retirement, and the financial and non-financial benefits of doing so.
Teachers of all levels play a critical role in our communities, teaching and inspiring our future leaders and professionals. While teaching can be incredibly gratifying, being a teacher comes with financial challenges such as purchasing classroom supplies from their own budget. However, there are many ways teachers can prepare for these challenges and set themselves up for financial success.
We sit down with Nick Cantrell, a certified financial planner who is passionate about investing in sustainability. Not only does investing in sustainability encourage growth in the renewable energy and cleantech sector, there is potential for a lot of money to be made. Let’s get to know Nick and what his vision is for the future of sustainable investing.
So you have a financial advisor. You’ve worked hard, used a budget, and managed your money. You have assets, and savings. Maybe you’re considering investing, or you’re already investing but you want to refine your investment strategy. Or maybe you’re just feeling like your financial life has gotten so complicated that you need professional advice to sort it out. That’s a smart move: if you know you need help, it’s always a good idea to look for it, and to get it from someone qualified.
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