Author: Kristen Halbert

The dynamic duo (or should we say trio?) are back after the holidays. Lewis Cohen and Joel Bodden (Investment Advisors)… Read more

Investing can seem like a daunting task, but it can also be a great way to build wealth over time…. Read more

Investing is a powerful way to grow your wealth over time, but it comes with inherent risks. As a first-time… Read more

Investing is one of the most effective ways to build wealth. When done correctly, investing can help you grow your… Read more

When it comes to managing personal finances, two fundamental concepts often take center stage: saving and investing. While these terms… Read more

With a bit of knowledge, anyone can start investing and building their wealth. In this article, we discuss the different… Read more

Having children is a life-changing decision. In addition to the emotional and personal considerations, there are also important financial factors… Read more

While legacies can take various forms, leaving a lasting mark from an investment perspective requires careful planning, a long-term vision… Read more

Retirement is a significant milestone that requires consideration and planning. Deciding if you’re ready to retire involves evaluating various aspects… Read more

What is generational wealth? Generational wealth refers to the financial assets, properties, and resources that are passed down from one… Read more