by elizabeth | Feb 2, 2025 | Women & Money
It’s important to recognize that although we have a long way to go to make financial advice and decision-making more accessible for women, we’ve made quite a few strides in that area in the first quarter of a century. In part due to some incredible advancements in...
by elizabeth | Oct 1, 2024 | Our Philosophy
I will never forget the day my second son was born. It had been a long autumn day, and as I settled into my warm bed and began to doze, I felt my wife shaking my arm. I rose groggily, grabbing the duffel bag we’d packed for the hospital. As I shook off my sleep, my...
by admin | Oct 5, 2022 | Uncategorized
By: Clinton Miller, CFP® Investment returns are bad this year. Is it frustrating to watch your accounts drop for reasons out of your control? You’re probably familiar with the common advice to take the long-term view, not make any changes, or even to just ignore...
by admin | Sep 28, 2022 | Uncategorized
By: Clinton Miller, CFP® Autumn is here! Gardens are overgrown and cool nights are on the way. Now is a great time to reflect on the year’s harvest and plan for taxes before the holiday season and year-end deadlines. Our fall review season is well...
by admin | Aug 22, 2022 | Uncategorized
By: Ellis Miller, JD As my role at Pleasant Wealth becomes more advisory, my experience and vantage point allow me to form opinions about our firm – to see how we differ and what we do better than others. For example, all too often a grieving widow...
