• 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

  • When Lead is Worth More Than Silver and Gold: Shakespeare’s Investment Philosophy

    by Anne B. Johnston, Founder & Managing Director at Created Investment decisions can be overwhelming and intimidating. The stakes are high and when you’re not rooted deeply within a framework of criteria that help you evaluate opportunities, it’s easy to get swayed by what others are doing and saying. Shakespeare illustrates this concept in his…… 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

  • How to Have Meaningful Conversations with Loved Ones Over the Holidays 

    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