Insights

If you’ve watched the markets for more than five minutes, you’ve probably felt it: excitement when something’s “taking off,” anxiety when everything turns red, and that nagging fear that you’re either missing out or about to lose your shirt. Most investors know they’re supposed to be divers …

Early retirement has become more than just a distant dream. From social media influencers sharing their FIRE (Financial Independence, Retire Early) journeys to colleagues discussing work-life balance, the conversation about stepping away from traditional career paths is everywhere. But what …

Financial goals can often feel overwhelming, but according to Ryan Ovenden, CFP®, CKA®, Wealth Advisor, it all begins with one key step: start with the why.

Ryan Ovenden, CFP®, Wealth Advisor, defines a hot topic: Robo-Advisors. He talks about what to consider if you’ve thought about utilizing a Robo-Advisor and how it compares to a Financial Advisor professional in building a custom financial plan.

We’re back with the last four of the seven steps in the financial planning process! Each of the steps is crucial to understanding the individual short and long term goals to craft a custom plan designed to support your personal vision of True Wealth.   Hear from Ryan Ovenden, CFP®, Weal …

As the Summer winds down and the world shifts from “busy vacation” season to “busy activities” season, I wanted to take a moment to share one of the most profound articles I’ve ever read in regards to finance.  In 2012, I did a four-month intensive training on Biblical Stewardship with a br …

Ryan Ovenden, CFP®, Wealth Advisor If I could describe the journey Nik and I have been on over the last 15 months to earn our CFP® designations in one word, it would be “stretch.”