In mid September I attended the XY Planning Network 2015 Conference in Charlotte. This was my first conference experience since Logan was born and I was looking forward to being able to attend, but I wasn’t quite prepared for the impact it would have on me. The conference had a positive impact in several areas of …
Category Archives: Our Philosophy
The Dynamic Money Relationship
Last week I attended the XY Planning Network 2015 Conference in Charlotte. I had the opportunity to hear some fantastic presentations and came home energized with new ideas on the future of VB Wealth. This post is the first in follow up to my conference experience. The first idea I want to share is on …
Supporting a Person in Grief
As a financial planner, I work to create long-term relationships with my clients. Through this relationship, I am fortunate enough to be able to celebrate the family’s successes and achievements. I also realize that during times of crisis and grief, I will serve as an additional outlet of support. This is not the typical expectation …
Let’s talk about life…insurance
The other day I was having a conversation with a friend, and he asked if one would ever need two life insurance policies. I answered him, as I often answer most questions related to finances, it depends. I’m going to address two issues that this question raises. The first, is my insight into why I …
A Reason to be Optimistic
A few weeks ago I had the opportunity to volunteer with several of my peers and a group of Duke University students. The project we worked on was to shovel and spread mulch on church grounds. Luckily, the weather was nice that day and the humidity was relatively low. We were able to move a …
Creating Your Wealth Statement
It was another turbulent day on Wall Street, and I certainly want to acknowledge the fear and uncertainty you may be feeling. My thoughts haven’t altered from my earlier blog, so please feel free to read through that for my thoughts on market turbulence. Rather than focus on the latest wrench in the global economic …