Blog

  • 4 Steps for Business Owners to Speed Up Retirement Planning

    Business ownership can have many advantages, including financial independence and growth potential. Along the road to success, though, are financial realities owners must contend with—like retirement planning. In building their businesses, owners sometimes dip into their [...]

  • AI vs. Human Advisors: Why Your Finances Need a Personal Touch

    In an era where AI and robo-advisors are on the rise, it’s tempting to let machines take the reins. However, when faced with complicated scenarios or unprecedented economic shifts, the guidance of a financial advisor becomes [...]

  • My Investment Management Philosophy

    My experience in investment management has taught me a lot. One thing I’ve learned is that generic solutions don’t exist in the industry—nor should they. I believe it’s vital for every advisor to build a practical, [...]

  • 5 Common Mistakes Business Owners Make When Investing for Their Retirement

    If you are a small business owner, your business is likely a great source of pride. It’s also likely that it consumes a significant portion of your time. Your commitment and diligence play a crucial role [...]

  • Your Guide to Financial Planning for Widowhood

    Financial planning for widowhood is one of those subjects most people don’t want to think about. But life can be unpredictable and taking control of your financial future—now, not later—is a must. The last thing you [...]

  • How to Choose an Investment Strategy

    When some people hear the word “strategy,” they think of it in terms of war, politics, business, or even the game of chess. But the definition of “strategy” is simply a specific approach to solving a [...]

  • 2024-3_Maximizing Social Security Benefits_ Strategies for Single, Divorced, and Widowed Individuals

    Maximizing Benefits: Social Security Planning for Single, Divorced, and Widowed Individuals

    When the program was created in 1937, Social Security planning was largely based on family needs. The original program focused on benefits to primary wage earners and their spouses and children. Almost 100 years later, the [...]

  • Empowering Women: Key Strategies for Building Financial Stability

    Helping all sorts of people attain financial stability is very important to me. For me, though, the cause of empowering women to take control of their finances is of personal importance. My father passed away when [...]

  • What Is a Fee-Only Financial Advisor, and Why Does It Matter?

    You’re seeking a financial advisor to help you manage your wealth and map out your future. What you’re finding is a lot of advisors whose commissions and pricing structure reveal they’re more interested in building their [...]

  • Why I Became a Financial Advisor

    As a registered investment advisor with 40+ years of experience in financial services, I’ve built my entire life’s career on managing and growing money for businesses and individuals. I’m the president and founder of Blair Capital [...]