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Category: Fundamentals
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Fighting Pandemic Fatigue
Question of the Week Fighting Pandemic Fatigue Happy Friday everyone! Recently, I’ve been talking with a lot of clients who have hit the pandemic wall. They’re irritable, frustrated, and exhausted… -
Happy Holidays!
Question of the Week Happy Holidays! Happy Friday all! Here we are! The last Five-Minute Friday of 2020. I’m practicing what I preach and taking off the last two weeks… -
Your Year-End Checklist
Question of the Week Your Year-End Checklist Happy Friday all! The end of 2020 is here. And for many of you, 2021 couldn’t come any sooner. Before we get to… -
How to Make the Most Out of Charitable Giving
Question of the Week How to Make the Most Out of Charitable Giving Happy Friday! During the holidays, we bring charitable giving to the forefront. In 2020 especially, the right… -
Happy Thanksgiving!
Question of the Week Happy Thanksgiving! Happy Friday all! And Happy Thanksgiving! A lot of us are experiencing a very different Thanksgiving this year. I still got to see my… -
What Is At Stake For Small Businesses In The 2020 Election
Question of the Week What Is At Stake For Small Businesses In The 2020 Election This week has brought us one of the most contentious elections of our lives. And… -
Please Vote
Question of the Week Please Vote Happy Friday All! How are you feeling? I had a client tell me this week that he feels like the world around him is… -
A 5-step Process For Nearly Anything
Question of the Week A 5-Step Process For Nearly Anything Happy Friday All! I’m a huge fan of James Clear and his habit forming techniques. In fact, at the beginning… -
Aligning values and investing
The current political and economic climate has focused attention on values, and, as a result, I’m seeing more advisors and clients discussing social impact investing. In its broadest sense, this… -
A Reference Guide for Car Buyers
Question of the Week A Reference Guide for Car Buyers Happy Friday, all! Last week, we talked about the opportunities this market environment offers to home buyers. But what… -
A Reference Guide for Homebuyers
Question of the Week A Reference Guide for Homebuyers 2020 has been wild to say the least. In the midst of all of the chaos, people are finding a lot… -
Know Yourself Better By Taking the Enneagram Test
Question of the Week Know Yourself Better By Taking the Enneagram Test Happy Friday, all! At BTF, we believe that getting in tune with your own needs, wants and…