Helping people make smart financial decisions.
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With Thanksgiving later this week and Christmas right around the corner, amidst the backdrop of a global pandemic, many will be looking for alternative ways to be spending time this holiday season. So whether you're driving to visit loved ones safely, escape the city for the mountains, or are looking for something fun to listen to to pass the time, here is a list of our ten favorite podcasts. We hope you enjoy and learn something new!
You have probably noticed that none of the books I recommend have get-rich-quick hacks or double-top-secret investment tips. You know why? Those types of books are useless and misleading. As it turns out, the best investment advice and tips for getting rich are quite boring. You don’t even need a full book to cover it all. It can be summed up pretty concisely – work hard, spend less than you earn, invest the difference.
The weather here in the Pacific Northwest may be making it hard to believe -- but summer is quickly approaching. June 20, this Saturday, is the official first-day summer, and to celebrate, we wanted to share with you some of our favorite summer reads. Here, you will find a list of various books we love. We hope you enjoy and maybe find a new book to throw in the mix this summer!
With healthcare workers on the frontlines of this COVID-19 battle, many companies have stepped up to offer perks, discounts and freebies for healthcare workers.
This week’s post is an excerpt from the introduction of Finity Group's new book: Financial Planning Basics for Doctors.
For the last blog post of 2018, we simply compiled a collection of great quotes about money, investing, and financial planning.
Welcome to the second installment of the recommended financial reading list! For those of you that read the books on the first reading list I put together, these ones will serve as a nice follow-up to those. Some of these books are a little more technical in nature than the first set and will give readers more insight to their finances. Add some of these to your 2018 reading list!
From time to time I will get questions from clients about book recommendations to help expand their financial knowledge. Below is a short list of some of my favorites that I have read on the topic. They are all easy to understand without much background in finance. Add some of these to your summer reading list and enjoy!
