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
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
Dear Clients & Community, The holidays are a time of gathering. For many of us, these are people we only see once in a while, either due to distance or stage of life, and so there’s a desire to make the most of that precious time together. What if there was a fun and easy… Read More
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