The holiday season is a time when many of us think about giving. From holiday gifts to donations, it’s a time of year when we think about our legacy, our families, and what we have to be thankful for. This is the perfect time to reflect on how you want to give back,...
With Thanksgiving right around the corner in the U.S., we’re taking a moment to think about what we’re thankful for here at Guiding Wealth. First and foremost, we’re grateful for you, our clients. You’ve given us the chance to do work we truly care about, and we are...
Every stage of life has unique financial planning challenges. Young individuals and couples need to figure out how to start a retirement account and a college fund. Financial planning for many people in their middle years revolves around career progression,...
Trying to determine if you are truly on track for retirement and beyond can feel daunting. Whether you are married, single, have no children, or have grandchildren, there are many factors to take into account when planning for your financial future. Then, there are...
While bonds are an important part of a well-developed investment portfolio, they are sometimes considered boring or less advantageous than “real” stocks. However, there are several important reasons to include bonds in your investment portfolio, especially if you are...
Here at Guiding Wealth, it’s our job to stay on top of investment news and to notice trends in the markets. While that includes stocks and portfolios, it also includes people. Over the last couple of years, we’ve noticed some significant changes in how people invest...
