Our Financial Blog

An Interview with Donna Buchanan, Owner of Investment Watch

Published: 03/20/19

1. What is it like to own a business? Overall, I find it exciting because every day is different.  You and your team must handle the needs of your clients and that is the top priority.   Beyond that we must handle the finances, marketing, social media, event planning, human resources, facility management and the training […]

The Graying Population That’s Newly Single: Things You Should Know

Published: 02/28/19

Divorce is never easy, but starting over after decades of marriage can be especially difficult.  Unfortunately, the so-called “gray divorce” is on the rise.  While divorce rates, in general, seem to be declining, the over-50 age group has seen divorce rates double since 1990, when roughly 5 out of every 1,000 couples divorced, as opposed […]

How to Create a Personal Budget and Stick to It

Published: 02/4/19

When you hear the word budget, you might find yourself making a sour face, just like when you hear the word diet. Both of these terms tend to carry a connotation of deprivation. However, your attitude going in could make a big difference in the relative pain or enjoyment you gain from your experience. Creating […]

First Rule of the Energy Bus and Creating Your Financial Vision

Published: 07/24/18

In our office we just finished reading The Energy Bus by Jon Gordon. It was enlightening, encouraging and a good reminder that the key to happiness and success starts with positive energy. It colors how we see things and approach life in general. The forward to the book gives the following overview… “The Energy Bus, […]

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Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of CA, DE, FL, GA, MA, MD, MO, PA, TN, VA, DC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
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