InvestmentNews has recognized Jessi Chadd, CFP®, CeFT®, as a 2023 40 Under 40 Honoree. Chadd was chosen from a pool of about 1,000 nominees from across the country by a panel of reporters, editors, and other representatives of InvestmentNews, to make a list of 40...
To Get Organized If you are like most people, you are busy and have a ton of moving parts in your life. You might be juggling the demands of your career, family, community, and finances, in addition to your personal health and well-being. Financial planning...
New Normal or Next Normal – Recommit to Values In our previous post I discussed my love for a new year which really is my love for a new start. With a new start comes opportunity to reset back to normal. The holidays are wonderful but they throw off our...
More investors want to put their money where their values are Aspyre Wealth Partners® Principal, Lucas Bucl, CFP®, was featured on KCUR 89.3’s Up To Date on December 20, 2021 “People increasingly want to consider environmental, social, and governance (ESG)...
New Normal or Next Normal – Tips on Managing an Ever Changing Environment As we round out another year, I find myself looking back in gratitude and looking forward in hopeful anticipation. I love a new year. A fresh start. A chance to try again and get...