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
To our clients and community, Everyone has “deep-seeded” beliefs around money, whether conscious or not. Your “money story” is the narrative and source of your behavior around money, growing from the people and experiences that have shaped your life. At Created, when we begin working with a client, we help them draw and articulate their… Read More
To our clients and community, Many of our new clients come to us with dusty file boxes (literally or figuratively) piling up in the corner of their home. They tell us that dealing with them feels overwhelming, emotional, and downright Herculean. This is a near universal experience. One of our passions at Created is taking… Read More
To our clients and community, When we talk about “wealth,” what do we mean exactly? The word has evolved over time — originally derived from the word “wele” meaning well-being, later defined as “happiness,” and in the past century has become synonymous with money — and lots of it. This most recent definition feels one-dimensional… Read More