Bodie Murray

15/02/2023

Coming into a large sum of money can be exciting, but it’s understandable if you’re not quite sure what to do next. Please reach out if you’d like to discuss what to do with your money.

When you come into a large sum of money, it can be natural to wonder what to do. Learn how to invest $100,000.

14/02/2023

While you often can leave funds in an old 401(k), it may be beneficial to consider rolling them into a new account. Please reach out if you’d like to discuss your situation.

You could leave old 401(k) funds where they are. But it may also be worth rolling them into a new account.

13/02/2023

Different asset classes have different risk/reward characteristics. Here’s a basic intro to risks associated with different asset classes.

Building a strong investment portfolio involves diversifying across different asset classes to manage risk. Here’s a quick guide to asset classes by risk.

12/02/2023

For affluent families looking to leave a legacy of multigenerational wealth, a dynasty trust is one of the most powerful tools in your estate planner’s toolkit. Connect with me today if you’re ready to begin your legacy planning journey.

The key difference between dynasty trusts and other types of irrevocable trusts is duration. While other types of trusts terminate at a predetermined point in time (such as when children reach a certain age), dynasty trusts can exist for an exceptionally long time or even forever, providing financia...

11/02/2023

Here is our look at winners and losers from the past year and why diversification may be more critical now than ever.

A look back at a volatile year and why diversification is key to a long-term financial plan.

10/02/2023

Let's build a financial plan to help you achieve the retirement you want.

To plan for the retirement you want, you first need to know what retirement will look like for you. These questions can help you get started planning your dream retirement.

09/02/2023

Reach your new level of financial confidence. We do financial planning differently, so you can. It’s an approach shown by Ernst & Young to give you better long-term financial outcomes than other approaches. Sound good? Let’s get started.

08/02/2023

How can you reach a new level of financial confidence? Watch and see how our unique approach to planning can show you the way. Then let’s talk.

06/02/2023

Financial planning shouldn’t just be a conversation between client and advisor. It should be an enlightening discussion between parents, grandparents, kids and partners about their shared future. If you’re ready to start the discussion, I can help.

Overcoming the unspoken rule that money is too taboo a topic to discuss among family members is important going forward. The reality is that families, at some point, will need to be on the same page about wealth planning.

05/02/2023

Retirement is a huge life goal to save for, so here are a few considerations to see if you’re on track.

Perhaps you’ve wondered, “How much should I contribute to an IRA? And how often?” Here are few guidelines.