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…
Category: Fundamentals
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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… -
A Simple Way To Resolve Obstacles
Question of the Week A Simple Way To Resolve Obstacles Happy Friday all! This week, I’ve had some really inspiring conversations with clients about their dreams—the big difficult objectives that… -
What’s next for government stimulus?
Question of the Week What’s next for government stimulus? Happy Friday, all! And happy end of July! With as much as 2020 has thrown at us, it’s a bit surreal… -
Happy 4th!
Question of the Week Happy 4th everyone! By now you’re likely already relaxing into your holiday weekend or on your way. So I won’t interrupt your flow, not even for… -
Tools for dealing with complex emotions
Question of the Week Tools for dealing with complex emotions Happy Friday all! It’s been a tough, emotional week. The news about the abhorrent treatment of Christian Cooper and… -
How was your first quarantine month?
Question of the Week How was your first quarantine month? Happy Five-Minute Friday, all! And Happy May! The vast majority of us just completed our first full month of quarantine… -
How are you taking care of yourself during COVID-19?
Question of the Week How are you taking care of yourself during COVID-19? Happy Friday everyone! It’s time for your five-minute weekly check in. I know the past few weeks… -
What should we be doing with our money during this pandemic?
Question of the Week What should we be doing with our money during this pandemic? Happy Five-Minute Friday all! A lot has changed in a week, huh? For many of…