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A Five Year Journey to Find the Right Advisor

Sarah is a highly respected  therapist, author, and speaker, with over 30 years’ experience nearing retirement age. She’s also a hands-on investor who knows what she wants. Sarah was searching for a highly qualified fiduciary advisor with the right expertise for her situation, and who would be responsive to her needs. Sarah found her way […]

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Human Intelligence And Brain Health – Are They Related? &Raquo; Boomerlogowebsite 1

Human Intelligence and Brain Health – Are They Related?

There are many different definitions of intelligence. A widely accepted general definition includes the ability of the brain to think, learn, understand, reason, perceive relationships and connections, comprehend ideas and concepts, make decisions, and solve problems. (Intelligence is interpreted very differently across cultures – especially in third world countries.) The key concepts listed above, however, […]

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Protecting Your Interests: Why Fiduciary Matters

There are a lot of financial advisors out there, so how can you tell that your financial advisor is really working in your best interest? They may say they put your financial interests first, and they may even believe that they are. However, unless they are a Registered Investment Advisor (RIA) legally held to a […]

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Brain Care Is Self-Care &Raquo; Brain Care 300X226 1

Brain Care is Self-Care

As mental wellness month winds down (January), it offers us an important message to carry forward throughout the year regarding our self-care. By definition, “self-care” refers to the active role we contribute to our own happiness and well-being.

While the need for self-care is more prominent during times of high stress in our lives, it should be a regular practice to protect our own health. 

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