Better Money Decisions

Better Money Decisions We Help Families Achieve Financial Freedom Before & After Retirement With Holistic Wealth Management.

We manage stock and bond portfolios tailored specifically for you. We spend time upfront discussing your unique objectives, and use the science of investing to develop the optimal package for your goals.

04/07/2026

If you’re not already following EP Wealth Advisors, we’d love to stay connected. Follow along for the latest insights and updates.

Follow EP Wealth Advisors here.

09/11/2025

Big news! Better Money Decisions has officially joined with EP Wealth Advisors.

We’re excited for this next chapter and invite you to follow us at EP Wealth Advisors to see the latest updates.

Freedom means choices - and choices shape your future.This 4th of July, we’re reminded that true independence it’s built...
07/04/2025

Freedom means choices - and choices shape your future.

This 4th of July, we’re reminded that true independence it’s built day by day, decision by decision.

Happy Independence Day from all of us at Better Money Decisions.

There seems to be an uptick in people changing careers. Did you know that changing jobs is one of life’s biggest stresso...
06/17/2025

There seems to be an uptick in people changing careers.

Did you know that changing jobs is one of life’s biggest stressors?

It can be emotional to say goodbye to coworkers and worrisome to jump into the unknown of a new role.

On top of that there is paperwork to fill out and financial chores that need to be completed.

It is important to spend some time on these items to make sure you are set up for success in your new role and beyond.

Use our step-by-step list to check off financial to-dos before you leave your current position and after you start your new one.

Use our step-by-step list to check off financial to-dos before you leave your current position and after you start your new one.

With the current changes in the market, your 401(k) should be on your mind. After all, it’s too easy to let your 401(k) ...
06/03/2025

With the current changes in the market, your 401(k) should be on your mind.

After all, it’s too easy to let your 401(k) run on autopilot.

This article highlights the top 3 actions to update your 401(k) strategy as you're nearing retirement.

Adjusting your 401(k) investment strategy for retirement is crucial to ensure your portfolio aligns with your updated goals.

This Memorial Day, we pause to remember those who made our freedom, and our futures, possible.We are proud to remember t...
05/25/2025

This Memorial Day, we pause to remember those who made our freedom, and our futures, possible.

We are proud to remember the women and men who gave everything so we could build freely, dream boldly, and live fully.

Happy Memorial Day.

If you’re investing, you’ve probably heard the term Economic Indicators before.It’s often mentioned alongside any big ch...
05/22/2025

If you’re investing, you’ve probably heard the term Economic Indicators before.

It’s often mentioned alongside any big changes in the market whether it goes up or down.

What exactly are they, and more importantly, how do they impact your portfolio?

Economic Indicators are used by policymakers, fund managers, and business owners to make important decisions.

In short, they provide valuable insight into what is happening in the economy.

While investment decisions should not be made on these indicators alone, it is important to understand what they mean and how they might impact you.

This article will help break down the top Economic Indicators every investor should know so you can invest with confidence.

You’ve heard the term Economic Indicators before. It’s often mentioned alongside any big changes in the market whether it goes up or down. What exactly are they, and more importantly, how do they impact your portfolio?

This Earth Day, go beyond reusable bags — invest in a better future.Did you know ESG (Environmental, Social, Governance)...
04/22/2025

This Earth Day, go beyond reusable bags — invest in a better future.

Did you know ESG (Environmental, Social, Governance) investments often outperform the market?

It’s not just about doing good. Sustainble Investing is about backing companies that think ahead, adapt faster, and plan for long-term growth.

Sustainability isn’t a sacrifice. It’s a smart strategy.

You can celebrate Earth Day and protect your legacy by investing green for your portfolio, your values, and future generations.

Let’s talk about building wealth with purpose.

Markets will be closed this Friday in observance of Good Friday.From all of us at Better Money Decisions, we wish you an...
04/17/2025

Markets will be closed this Friday in observance of Good Friday.

From all of us at Better Money Decisions, we wish you and your loved ones a joyful Easter and a meaningful Passover.

We hope this season of growth brings peace, renewal, and time with those who matter most.

Help us celebrate our incredible team and amazing clients!Better Money Decisions has been recognized as one of  the top ...
01/30/2025

Help us celebrate our incredible team and amazing clients!

Better Money Decisions has been recognized as one of the top 10 Financial Advisors in New Mexico by Smart Asset.

We found the top financial advisors in New Mexico. We round up the top firms in the state, along with their fees, services, investment strategies and more...

Welcome 2025!Here is to starting the new year with new vision and new goals.Financial planning is for your future. Save ...
01/07/2025

Welcome 2025!

Here is to starting the new year with new vision and new goals.

Financial planning is for your future. Save for your future. Invest for your future.

Plan to ensure a comfortable financial future. Make these your New Year’s resolutions, and we’ll ensure you keep them!

Looking for a new financial partner that truly understands your unique journey?

Send us a message to schedule your no-obligation conversation and kick-start your journey towards financial independence.

Address

460 Saint Michaels Drive, Suite 902
Santa Fe, NM
87505

Website

https://www.linkedin.com/company/ep-wealth-advisors/

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