Category: Allgemein

Time to read: 5 min You’ve researched, taken recommendations, interviewed, and finally selected a financial planner to help you structure your finances, build wealth, and help you reach your goals. With this big decision behind you, you’re likely wondering what comes next and what to expect from the financial planning process. During your initial meeting […]

Time to read: 4 min As we begin 2025, it’s helpful to reflect on the financial landscape of 2024. The year offered valuable insights into market dynamics and reinforced foundational investment principles. Based on a market review by Jordan Bradford, CFP® and Senior Financial Advisor at The Tranel Group, here’s a look at notable trends […]

Time to read: 4 min Are You Getting Financial Planning or Investment Management from Your Financial Advisor? Investment management and financial planning are terms that are often used interchangeably. While they are both important tools in growing wealth, they are two distinctly different concepts and practices, offered by two different types of financial professionals, providing […]

Time to read: 6 min Some people start off the new year with promises to eat healthier or learn a new language, while others commit to moving to a new city, starting a business, or finally purchasing their dream home. It’s only natural that the mark of a new year has people thinking seriously about […]

Time to read: 3 min Wrap Up the Year: Financial Moves to Consider Before 2025 As the year winds down, it’s natural to start thinking about what’s next. But before you dive into new goals, it’s a smart idea to take a quick look at your finances and see if there are any moves you […]

Time to read: 6 min Deciding to work with a financial advisor is a big decision. Whether you’ve recently had a windfall and want to make sure you’re maximizing it, have wondered for a while if you’re making the most effective decisions for long-term financial growth, or anything and everything in between, choosing to get […]