Sharon's Blog

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Retiring to Something, Not Just From Something: Building a Purposeful Retirement

Retirement is often viewed as the long-anticipated escape from the daily grind—a reward for decades...
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Hygge and Financial Planning

Financial Planning with Hygge: Creating Wealth and Warmth In recent years, the Danish concept of...
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Happy Holidays!

From our home to yours, we wish you the very best this holiday season. May...
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Project 2025 and the LGBTQ Community

Project 2025: While the specific impact of project 2025 on the LGBTQ+ community depends on...
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Post-Election Investment Strategies: Navigating Uncertainty and Opportunity

With election cycles bringing shifts in policies, market sentiment, and investor confidence, the post-election period...
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Why Corporate Diversification is Important

Ever wonder why companies brag about having a diversified workforce? Diversity is essential for corporate...
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Embracing Minimalism: Simplify Your Life, Amplify Your Happiness

In a world filled with constant noise, clutter, and distractions, the concept of minimalism offers...
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Outlook 2024 from LPL Research

Here is a link to the 2024 LPL Research outlook! https://share.gainfully.com/of/sharon-herman-imsrc/content/5251506/outlook-2024-a-turning-point-levbxleuok/
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Outlook 2023: Finding Balance

Here is the link to LPL's 2023 outlook on the markets! A great read! https://view.ceros.com/lpl/outlook2023/p/1
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5 Things To Do Now To Promote Portfolio Success In 2023

Take advantage of Tax Loss Harvesting versus any gains you have. If your capital losses...