Flo Chart Financial

Putting in in Perspective

Putting it in Perspective Last year, my family was preparing for a trip that involved auto travel. The night before, the forecast called for poor weather conditions so, of course, […]

Taxes

Tax – The Four-Letter Word There seems to be a visceral reaction tied to the word “tax”. Nearly every political campaign is waged using the “T” word. Candidates and incumbents […]

The Symptomatic Treatment of Student Loan Debt

The Symptomatic Treatment of Student Loan Debt In August, President Biden announced a Federal student loan forgiveness policy. The new policy provides relief to more than 90% of the forty-five […]

Buffers & Guardrails & Safety, Oh My!

determined smiling businessman with laptop on street

Buffers & Guardrails & Safety, Oh MY! Many folks have viewed their investment statements for the first half of the year and recoiled as they’ve seen losses mount. Times of […]

Reaching Financial “Zen”

Reaching Financial “Zen” “Zen-like awareness allows us to run with the bulls and hide from the bears” – Zen and the Art of Risk Management   Financial professionals are often […]

Scaling Mount Resolution Q4 2021

unrecognizable traveler standing on mountain top and admiring landscape

Scaling Mount Resolution We’ve made it to the end of January, a time of year that can be a graveyard for so many well-intended New Year’s resolutions.  However, if you’ve […]

The Evolution of Money Skills

person putting coin in a piggy bank

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC