The Path of Wisdom and Understanding
By Shannon Santschi “Nobody is going to rescue you.” Samantha Compton now recalls these words as a “light bulb” moment. Freshly [...]
Principles of Financial Planning Series: A Three-Bucket Approach to Your Finances
By Samantha Compton Last month, I introduced Principles #2 and #3 of the 5 Principles of Financial Planning: Principle #2: [...]
S2: Episode 9 – The Risks in the Three Phases of Investing
There are always things that could derail your financial plans, however, there are things you can be doing to [...]
Principles of Financial Planning Series: A Guide For Making Investment Decisions
By Samantha Compton, SWSM Resident Financial Advisor At times, those who know I am a Financial Advisor but may not yet [...]
Maximizing Your Retirement Savings
By Samantha Compton, SWSM Resident Financial Advisor This month we will continue building on the first Principle of Financial Planning: [...]
Budgeting: Building and Exercising Your Financial Muscles
By Samantha Compton, SWSM Resident Financial Advisor This month we’ll be building on the first Principle of Financial Planning that [...]
The Importance of Having A Financial Plan
By Samantha Compton As a Financial Advisor & Women’s Investment Specialist, I’m asked regularly about specific investment opportunities. The question often [...]