Impact – Wealth Management


Merging Finances in a Second Marriage

Congratulations! You’re getting remarried! How exciting! And maybe a little terrifying? Like just about every big decision in life, there are probably many layers to the emotions you’re feeling. There are a lot of things to consider in a second marriage… things you didn’t think of in your first marriage, things you think about differently … Read more

Retirement: A New Season of Life

We can probably all agree that just about nothing in life lasts forever. Life is full of changing seasons.   “Every new beginning comes from some other beginnings end.” -Lucius Annaeus Seneca (or Semisonic for all the 90s rock fans.)   Seeds of the Season   Spring always makes me think of my dad. He loved spring. Every … Read more

Why Impact May Never Be Ranked on a Top Advisor List

This past week Barron’s announced their 2024 list of “America’s Best Financial Advisors“.  In the financial planning world, awards from industry giants like Barron’s are often coveted and pursued by financial advisors.  And clients understandably see these awards as impressive. So why would we tell you that Impact Wealth Management will probably never make it … Read more

The Tragic Wake-Up Call

Why Young Adults Need to Prioritize Estate Planning Losing someone you love is without a doubt, one of the most difficult experiences of life.  Whether it happens suddenly or death was inevitable, there is nothing that makes “goodbye” any easier.  But when death comes for someone young, it is especially devastating. As a financial advisor, … Read more

Understanding Financial Indices (or Indexes)

When it comes to investments, financial advisors talk a lot about indexes.  We’ve probably all at least HEARD of the Dow, the S&P 500, and the NASDAQ, but what are these indexes and how in the world do they pertain to me?  Let’s unpack it! What is a Financial Index? Your portfolio is up 7%.  … Read more

Investor Biases: The Poodle Principle

In today’s blog: a poodle named Scarlett, offended by my investment advice, teaches us an important lesson about the biases that can hinder our financial success. A couple of weeks ago in our blog looking back over 2023, I compared the different sectors of the stock market to the many different breeds of dogs.  In … Read more

The Myth of Wealth and Financial Expertise

Over the course of my career as a financial advisor, I’ve discovered a lot of misconceptions (or “myths”) in the financial industry.  One of the greatest, and perhaps most common myths is the belief that people with large portfolios have an innate understanding of the ins and outs of the financial world. A meeting with … Read more

The 2024 Economic Outlook

Last week we published our recap of the year 2023. This week we want to share with you our 2024 Economic Outlook. If you’re a regular reader of our newsletter, you know that we believe “projections” are not a science and, to be frank, have proven to be, well… pretty much worthless practically speaking. Nonetheless, … Read more

The 2023 Market Recap

We are excited to bring you our market recap for 2023! We know that some of you might already be tempted to hit the “back” button on this blog because you’re thinking “market update? Boring!” But wait! At Impact Wealth Management, we go out of our way to make sure that you understand the things … Read more