Dear Clients & Community, Often clients come to us and they ask, “When should I start planning for the sale of my business?” As soon as you are contemplating your exit you should be talking to somebody. The earlier you can begin planning the better, 1-3 years out is ideal (though realistically business owners may not… Read More
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
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
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
Dear clients and community, The past few weeks we’ve seen that markets have been bumpy. It’s important to remember that despite being unsettling, market declines are a normal and inevitable part of investing. Stock market dips of 10% or more, ironically called “corrections,” happen on average once every two years. The last time the market… Read More
To our clients and community, Happy new year! At Created, we believe that cultivating wealth is an ongoing process. So as we begin a new year, we wanted to illustrate our framework for managing wealth throughout the seasons. This structure helps us ensure that your wealth continues to grow in alignment with your values. Each year,… Read More
To our clients and community, Season’s greetings from Created! For many of us, this may be our first holiday back celebrating with friends and family, many of whom we may not have seen in a while. So much has happened over the last couple of years, but the holidays are a great time to reconnect… Read More
To our clients and community, “I’ve been a ‘checkbook donor’ giving smaller gifts to a number of organizations for many years. I want to make a bigger impact with my giving, but where do I start?” This is a common question we hear from our clients. With the holiday season upon us, we want to provide… Read More
To our clients and community, We hope you had a wonderful summer. Once upon a time, the season that we now know as “fall” or “autumn” was referred to simply as “harvest.” This was the time of year when farmers would collect their crops that had reached maturity and prepare them for winter storage. Every fall,… Read More
To our clients and community, Would you be surprised to know that not all wealth advisors hold themselves to a standardized set of principles? Not even close. Some are fiduciaries. Some are not. Some are CERTIFIED FINANCIAL PLANNER™ professionals. Some are not. You’ve probably heard these terms, but what do they really mean? Below, we… Read More