The Watchman by David Pettit
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The Value of Financial Advice
There’s growing evidence of the value that financial advisors bring to the table, extending well beyond investment management. This concept, often referred to as…
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7 Keys to Navigating Market Volatility
Market volatility can be unsettling, especially when you see your investments fluctuating day by day. However, staying calm and sticking to a well-thought-out strategy…
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Take a Retirement Test Drive
When we think about retirement, we often focus on financial readiness. While building a solid financial foundation is crucial, an equally important aspect is…
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Should I Pay Off My Mortgage?
Being unsure whether to pay off your mortgage or not is a good problem to have. It means you’ve achieved significant financial stability and…
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Having the Money Talk with Aging Parents
Discussing finances with aging parents is never easy. Many families delay or avoid these conversations altogether, often leading to unexpected surprises, misunderstandings, and even…
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Are You Following the Financial Herd?
Herd mentality is the tendency to follow the actions of a larger group, even when those actions might not be in one’s best interest.…
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Why Do We Worry About Money, Even When We Have Enough?
It may be surprising to hear, but even those who have accumulated substantial wealth may still worry about money. While financial success often brings…
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Protect Yourself from AI Fraud
As you navigate the digital landscape, it is vital to remain vigilant about the evolving fraud risks posed by Artificial Intelligence (AI). Scammers have…
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Do You Need a Family Financial Summit?
The Importance of a Family Summit A Family Financial Summit might be a new concept for many, so let’s start by defining it. Essentially,…
