When people ask what I do, saying "financial advisor" might be the quick answer. But it's more accurate to ask them a question back: "Have you ever felt uncertain about your finances, especially...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
In April, the markets experienced a significant shift, moving away from the gains seen in the first quarter. Investors are now grappling with the challenge of navigating tight monetary conditions...
Celebrated annually on May 2nd, National Life Insurance Day commemorates the introduction of life insurance in the United States. This occasion provides us with the perfect opportunity to explore the...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
Congratulations on successfully navigating another tax season! With your financial details freshly organized, it's worth noting that April 25th marks International Financial Independence Awareness...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
The first quarter kicked off with a subdued pace, a contrast to the momentum of 2023's remarkable performance. A temporary lull in market growth seemed anticipated, yet a shift occurred with the...
April is recognized across the globe as Financial Literacy Month, a pivotal time dedicated to highlighting the importance of financial education and the development of crucial money management...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
In the world of finance and economics, the concept of the real rate of return plays a pivotal role in shaping investment decisions, influencing consumer behavior, and driving overall economic growth....
Achieving financial stability and security is a goal of most; however, it requires careful, extensive planning and consistent effort. While reviewing your overall finances and setting goals annually...
Retirement may seem like a distant dream, especially for young individuals with a steady cash flow. However, the truth is that it's never too early to embark on the journey of saving and planning for...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
You're likely familiar with the timeless financial adage: "Pay yourself first." It underscores the importance of prioritizing savings and investments. Yet have you assessed whether your investments...
