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Defining brokers and advisors
The terms for investment professionals are intermixed all of the time. Investment consultant, wealth manager, financial advisor......
Serene Point Advisors
Jan 7, 20191 min read


Budgeting tools and tips
Happy New Year! Resolutions are good but making habits that will last and benefit you for a lifetime should be started anytime. Today's...
Serene Point Advisors
Jan 1, 20191 min read


Quarterly Reflections - October 2018
The universe is under no obligation to make sense to you. ~ Neil deGrasse Tyson On the economy It is becoming difficult to know who, or...
Serene Point Advisors
Oct 16, 20186 min read


Divorce & the TCJA
One provision of the Tax Cuts and Jobs Act in particular made for some heart flips for wealthier couples contemplating de-coupling. The...
Serene Point Advisors
Oct 5, 20182 min read


Fraud protection for children - it's a thing!
On September 21, 2018, a new federal law provision will make it easier for families to protect against the identity fraud of minors....
Serene Point Advisors
Aug 31, 20182 min read


Quarterly Reflections - July 2018
Rather go to bed without dinner than rise in debt. ~ Benjamin Franklin On the economy In the second quarter, our tariff tête-à-tête with...
Serene Point Advisors
Jul 23, 20186 min read


Moms, Mother’s Day and $
Self-care is an appealing and trending term that I first heard when Heather Decker of tcb coaching + consulting asked me how I was...
Nancy Wakefield
May 11, 20183 min read


Quarterly Reflections - April 2018
In the spring I have counted one hundred and thirty-six different kinds of weather inside of four-and-twenty hours. ~ Mark Twain, speech...
Serene Point Advisors
Apr 17, 20185 min read


Together
I recently came across this picture again and was reminded of a great event that I went to with colleagues last fall. The speaking tour...
Serene Point Advisors
Mar 8, 20181 min read


A thoughtful response to renewed market volatility
Below is a thoughtful and calm response to the February 5th stock market plummet from Cameron Martin of Martin Capital Partners. Martin...
Cameron Martin of Martin Capital Parters
Feb 6, 20183 min read


Quarterly Reflections - January 2018
“The future…something which everyone reaches at the rate of sixty minutes an hour, whatever he does, whoever he is.” ~ C.S. Lewis Just...
Serene Point Advisors
Jan 19, 20184 min read


Challenging the authority
We take for granted that our employer does the right things for us with our retirement plan. After all, they have serious fiduciary and...
Serene Point Advisors
Nov 5, 20172 min read


IDK. You know what that means, right?
IDK. These are some of the most intimidating and sometimes embarrassing words to say. I don't know. It invokes memories of grade school...
Serene Point Advisors
Nov 5, 20171 min read


When do rising interest rates and a healthy real estate market intersect?
We often obsess over mortgage interest rates when we are just about to purchase a home or refinance our mortgage. But how do interest rates
Serene Point Advisors
Nov 3, 20172 min read
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