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When you are riding your horse in a crowded competition warm up ring, you ride using soft eyes. This is a concept from professional trainer Sally Swift meaning that while you are focused on what you are doing, you are also aware of what is going on around you.

One thing I’ve never really concerned myself with, until recently, is the subject of government spending. Given the current news cycle, I wanted to understand more precisely the facts and data, without interpretation.

Equity markets have experienced increased volatility over the past month, driven by a combination of factors including signs of economic slowdown, ongoing geopolitical tensions, and shifting political priorities following the transition to the Trump administration.

I promise that we will eventually get to the topic that most people are interested in hearing about from their financial advisor (that would be money).

Recently, I had a planning call with a woman who is expecting her first child. Having been through this particular life event myself, I started mentally going through the list of things I had to do when my husband and I were in the same position.

What happens when you achieve a long-sought goal, but sadness is the uppermost feeling? We’re heading into the off season for riding competition in Virginia, and I typically use it for a bit of a rest and recovery before starting the long preparation for the Spring.

If you know anything about me, you know that I need two things to feel comfortable in most situations:  data and context.  Data provides the necessary information to understand circumstances, see patterns, and solve problems.

When you think of an entrepreneur in America today, who do you think of? Bill Gates co-founding Microsoft, the largest and most successful software company in America, or maybe Oprah Winfrey, who had the highest rated talk show in America for almost 25 years?

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 can help you navigate these turbulent times effectively.

A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it. Essentially, it’s a family meeting that allows for the sharing of financial values and goals.