In her weekly blogs, Sheila shares what she has learned about the markets and investing, with the goal of helping you understand them.

Blog #19: Financial Planning (myGPS)

 June 29, 2021 |Sheila Whitehead
In my blogs I have repeatedly discussed how I believe financial planning is an essential part of the wealth management process. It is similar to the GPS tool in your car – you plug in where you want to go (what are your goals?) and it maps out how to...
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Blog #18: Estate Planning

 June 22, 2021 |Sheila Whitehead
We all know death is inevitable. This bit of grim wisdom is front and center in the well-worn phrase, "the only two certainties in life are death and taxes." And yet, even though we are aware of the inevitability of death, I still find it surprising how...
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Blog #17: Life Insurance

 June 15, 2021 |Sheila Whitehead
Most people understand the need for insurance for their car, house, health, and some even for flight cancellations. However, I find that most people don’t really understand life insurance and its various applications. As a Wealth Advisor, my role is to...
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Blog #16: Responsible Investing

 June 08, 2021 |Sheila Whitehead
Responsible Investing is a new and increasingly popular trend that has emerged in the past few years. I have had a number of clients who have asked me if their investments with us are responsibly invested and so I believe it’s important to define exactly...
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Blog #15: Fees

 June 01, 2021 |Sheila Whitehead
I shared some of my thoughts on fees in blog #5 when I discussed mutual and exchange traded funds, but they deserve some more attention as they can really detract from portfolio returns. I believe it’s really important to understand both the fee you are...
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