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01 Jun
Is Investing in a Single Company Worth the Risk?

By Colleen Weber, CFP®, CPA 

You’ve probably heard the phrase “Don’t put all your eggs in one basket.” The more I’ve helped people manage their finances, the more I’ve seen how true this is. Most advisors will tell you that diversification is the best way to structure your investments, but what about that company that seems to be the next big thing? We want to get on the hype train and start buying up stocks in that company, right? But here’s the quite literal million-dollar question: How much stock from one company is safe to own? 

Now, there’s no easy answer to that question, but there’s no denying that when you concentrate your investments on an individual stock, the risk goes way up. Let me show you why.

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03 May
Friends and Family
Do Your Friends and Family Need Financial Guidance? We’re Here to Help.

By Colleen Weber, CFP®, CPA

The market has many people frustrated, and the economic forecast appears to be predicting more of the same. But just because the market isn’t performing well doesn’t mean your finances have to follow suit.

As our client, you understand this, and with a financial plan already in place, you no longer need to lose sleep over rising interest rates, inflation, or an impending recession. You know that working with a trusted financial advisor reduces the impact negative global events can have on your finances. 

The question is, could someone you know benefit from a partnership like this as well?

Read More “Do Your Friends and Family Need Financial Guidance? We’re Here to Help.”
11 Apr
Don't Let Your Emotions Control Your Wealth
Don’t Let Your Emotions Control Your Wealth

By Colleen Weber, CFP®, CPA

Our finances tell a story—and as every author knows, a good story has a well-developed beginning, middle, and end. 

But if you let emotions write your financial story, you could be in need of some revisions.

Whether we know it or not, we all subscribe to our own money script. Let’s take a look at what that means, how we can flip the script, and ultimately take emotions out of the equation.

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14 Mar
SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings

By Colleen Weber, CFP®, CPA

Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often cause panic in the wider economic environment. 

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13 Feb
2023-2_Don’t Pay More in Taxes Than You Should- These Are the Most Overlooked Tax Deductions
Don’t Pay More in Taxes Than You Should: These Are the Most Overlooked Tax Deductions

By Colleen Weber, CFP®, CPA

Tax season is here, and many are already feeling the stress that comes from sifting through the complexity of the tax code. However, with the right knowledge and resources, you can get the support you need to take advantage of available deductions and keep more of your hard-earned money. Read on for 6 of the most commonly overlooked deductions that can help you save on your tax return and put more in your pocket.

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13 Dec
2022-12_Wishing You Happy Holidays From Our Team - 2022 -2
Wishing You Happy Holidays From Our Team!

By Colleen Weber, CFP®, CPA

Happy Holidays! After another year filled with volatility, I’ve never been more grateful to have clients like you. I appreciate your continued trust in me and the opportunity to provide an exceptional experience. It is my goal to help you feel confident in your future and prepared for whatever comes your way. I hope you’re able to ring in this holiday season with peace and joy, knowing that I’m watching out for you and your finances. 

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15 Nov
2022-11_If I Could Only Teach Two Financial Lessons
If I Could Only Teach Two Financial Lessons

By Colleen Weber, CFP®, CPA

As both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the industry, I’ve spent my entire professional career learning as much as I can to better serve my clients. Because of this, I often get asked about my top pieces of financial advice. Clients are usually surprised to hear that out of all the fancy investment vehicles, tax-planning strategies, and insurance products out there, my top two financial lessons have less to do with specific products or investments and much more to do with having the right mentality. So, if I could only pass on two pieces of financial advice, I would say: Drown out the noise and take emotions out of your financial plan

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26 Sep
Restricted Stock Planning- What You Need to Know
Restricted Stock Planning: What You Need to Know

By Colleen Weber, CFP®, CPA

Executives are not compensated in the same way as regular employees. Their income is usually tied heavily to the value of their company because their compensation packages commonly contain restricted stock, not to be confused with restricted stock units (RSUs). Because of the complicated nature of restricted stock, employees who receive them need to plan ahead to consider the tax implications. Let this serve as a guide when planning to get the most value out of your restricted stock.

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21 Jul
5 Smart Money Moves to Make When You Receive a Windfall

By Olivia Weber

What would you do if you received a sudden, unexpected chunk of change? Most of us could probably come up with a pretty long list of things we would like to spend that money on. But if you aren’t intentional about what you do with your extra cash, you could follow in the footsteps of many lottery winners who squander their winnings and end up unhappy and broke.

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31 May
Is a Downturn On the Horizon_ How We Watch Over Your Money
Is a Recession on the Horizon? How I Watch Over Your Money 

By Colleen Weber, CFP®, CPA

Is the state of the world making you feel unsettled? It seems like things are constantly changing and we’re just waiting for the other shoe to drop. If you’re like most people, living with this level of uncertainty day in and day out can be stressful. But as much as we may not like living with instability, the market likes it even less. 

Read More “Is a Recession on the Horizon? How I Watch Over Your Money “