eNewsletter Archives

by Mitch Anthony “Shoot for the moon. Even if you miss, you'll land among the stars.”—Les Brown According to Alite Group, one of the top ten disruptors in the financial services industry this year is “holistic wealth [...]

by Mitch Anthony I recently read an article bemoaning the fact that financial services professionals aren’t the best communicators. Why? Simply put, advisors don’t always listen to what their clients are telling them. In a Financial Planning article published [...]

by Mitch Anthony “Never spend your money before you have it.” -- Thomas Jefferson Successful financial planning involves more than the balance in a client’s portfolio. A strong financial plan represents what is important to [...]

by Mitch Anthony "Honor your father and your mother, that your days may be long in the land that the LORD your God is giving you"—Exodus 20:12.  At this time of the year, we all [...]

by Mitch Anthony "It is by spending oneself that one becomes rich." —Sarah Bernhardt There are only four things you can do with your money: Owe it (taxes and debt) Grow it (investing and saving) [...]

by Mitch Anthony I have been amazed at how few advisors I interact with take their clients through a cash-flow analysis. When I ask them about it, most give one of two reasons for their [...]