Metcalf Partners provides advice on recession watch

Two Ways to Weather Volatile Markets

It is one of those many times in history that volatility has set in on the markets. Some people don’t pay enough attention to financial planning to be aware of it. Some people keep a cool head and take a “wait and see” stance. While, others immediately jump into panic mode. We have always said that one of the reasons …

3 Simple Steps to Enhance Your Financial Well-being in 2019

Many of us have heard the phrase “Inch by inch it’s a cinch, yard by yard, things are hard.”  Sometimes thinking about your finances can be overwhelming.  It’s easy to get trapped into the thought that you need to overhaul your life in order to succeed.  Our first instinct is to assume that what we are doing now is all wrong, and …

3 Important Red Flags to Look Out For When Picking a Money Manager

I wish that someone would have given me a list of money manager “red flags” when I first got into the business 13 years ago, but it is through various experiences that I have learned a few things to walk away from. If you are working with a top notch financial advisor, they should be giving you access to top …