Strong plans aren’t rigid. They’re resilient. Flexibility comes from habits that allow your strategy to adapt without stress. What Flexibility Really Means Flexibility is not: Flexibility is: Habits That Support Adaptability A few foundational habits make a significant difference: These habits allow you to pivot if rules or circumstances change without feeling stuck. Why This […]
Executive Summary Everywhere you turn, someone has a financial opinion — friends, family, podcasts, social media. Financial advisor Keith Demetriades has seen how overwhelming that noise can become. The challenge isn’t finding advice; it’s knowing what actually applies to your life. Understanding how to sort through conflicting opinions can help you stay grounded and confident […]
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for markets and the economy?
Retirement can be isolating for some seniors. Even if you’re married, your spouse might still be working or going about their own daily schedule. Your adult children are busy raising their own families. Some of your older friends and family might be on different retirement timelines than you are. And as you step away from […]