Greg Lessard, CFP®, CRPC®Apr 13, 20216 minBe Careful Accelerating Debt Payoffs"I want to pay off my house so I'm paying extra on my mortgage" the client beamingly states with confidence. Financial advisors get this...
Greg Lessard, CFP®, CRPC®Jan 27, 20218 minWhy Clients Fire Financial AdvisorsRecently, I stumbled across some research conducted a few years back summarizing why clients leave their financial advisors. Spoiler, the...
Greg Lessard, CFP®, CRPC®Oct 7, 20205 minDoes The Election Matter For The Stock Market?There is no consistent pattern linking either a Republican or Democrat president to better stock market returns. You could stop reading...
Greg Lessard, CFP®, CRPC®Feb 29, 20205 minPortfolio Tactics During The Next Market DownturnWhat happens if you lose 30%, 40% 50%? Do you have a game plan you're prepared to execute? Here's what we suggest.
Greg Lessard, CFP®, CRPC®Oct 2, 20193 minRate of Return Trailing Time FramesHow quickly can an investment portfolio's performance change? This client's story will surprise you!
Greg Lessard, CFP®, CRPC®Jul 3, 20195 minFinancial Complexity Is Killing YouYes, quite literally! It's a well established principle in psychology that complexity contributes to mental illness. As we voluntarily...
Greg Lessard, CFP®, CRPC®Jun 25, 20193 minI Saved $80,000 In 3 Years. Here's How I Did It.Read the things I did as well as avoided on my savings journey.