Created’s “Losing a Loved One” Guide

When a loved one passes away, there is often a lot that needs to get done while also grappling with deep grief, shock, and other complex emotions. We wanted to create a guide to outline the basic steps to take when you just need to put one foot in front of the other. “Losing a Loved One” includes important information such as who to notify, common steps to discuss with counsel, an example… Read More

CNBC Op-ed: Women, let’s talk about money

by Anne B. Johnston, Founder & Managing Director at Created Published by CNBC as an op-ed in 2023 “I’m not a math person.” “I’m not a numbers person.” “I’m bad with money.” Sound familiar? No, we’re not recording you at home. As a wealth advisor, I hear statements like this all the time from women, regardless of their… Read More

Wealth is a Redwood

Dear clients and community,As a financial advisor, I’ve noticed that many people view wealth as something mysterious and overwhelming, much like a machine that we don’t fully understand.  However, what if we looked at wealth in a different way? Imagine standing under a redwood tree. The size of these magnificent giants inspires wonder! You might think… Read More

Where do you fall on the Micawber-Scrooge Continuum? 

Charles Dickens’ A Christmas Carol is one of the most enduring holiday stories of all time. But for me, it’s a treasure trove of financial inspiration. Dickens can teach us a lot about how we manage our money.  You may remember Ebenezer Scrooge, the famous miser.  Like Scrooge, some people spend so little that they… Read More

Infusing Inherited Money with Meaning

Dear Clients & Community,  Imagine: you look at your bank account tomorrow and it has more zeroes at the end of it than you’ve ever seen before. Sounds nice, right? Unfortunately, as is the case for many of our clients, sometimes this experience is paired with the loss of someone who you love dearly. That… Read More

Psychology of Financial Transitions

Dear Clients & Community,  Part of our work is helping you navigate major life and financial transitions, such as loss of a spouse or parent; sale of a business or a creative project; or receiving a sum of money larger than what you’ve managed in the past via a settlement, gift, or increased income.  Regardless… Read More

Your Investment Buckets

As a wealth advisory, one of the questions we get asked is: “What should I invest in? Stocks? Bonds? Money Market funds? Real Estate? Crypto? That annuity that I heard about on the radio?” We suggest beginning with a “when?” question. When do you need to access and use the funds? This question is a… Read More