The AI Mirage

A stock chart behind a cracked crystal ball.

Imagine a group of children, wide-eyed and expectant, being told wondrous tales about a magical robot that could predict the future, even better than their favorite cartoon soothsayer. Week after week, they gathered to listen, entranced by the seemingly endless possibilities. But, what if one day they discovered that the robot was nothing more than […]

Untangling the Confusion: CFPs vs. Financial Advisors

Most of us are familiar with the term financial advisor. Then there’s the term financial planner, which has also become more well-known in recent years. But what about a CFP® or a Certified Financial Planner? Some may not understand the difference between a financial advisor and a financial planner, let alone a CFP®. So, let’s […]

What is Financial Planning?

Financial planning is a comprehensive approach to managing your finances that helps you make smart decisions today and plan for your future. It includes everything from budgeting and cash flow management to investment planning, tax strategies, retirement planning, insurance coverage, estate planning and more. Having an experienced financial advisor by your side can be invaluable […]