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Blog

An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Erik Gruber | Apr 1, 2024

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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An older man relaxing and laying down in an inner tube on relaxing water.
Erik Gruber | Mar 25, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Erik Gruber | Mar 18, 2024

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Professionally dressed man and woman looking at a tablet
Erik Gruber | Mar 11, 2024

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Two people having a picnic by a lake
Erik Gruber | Mar 4, 2024

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Parents holding their child's hands. The child is jumping
Erik Gruber | Feb 26, 2024

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Elderly woman doing yoga in a park
Erik Gruber | Feb 19, 2024

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
A brain surrounded by circles representing brain waves
Erik Gruber | Feb 12, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Image of an American flag, with a person looking out of them similar to window blinds.
Erik Gruber | Feb 5, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
Two men sitting at a table and having a conversation
Erik Gruber | Jan 29, 2024

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Person holding jar of coins with a 'savings' label
Erik Gruber | Jan 22, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Read More
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Erik Gruber | Jan 15, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More

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