2022-10 How To Teach Your Kids About Money

How to Teach Your Kids About Money 

By Kyle Louvar, CFP®, AIF® Teaching your kids financial literacy is an invaluable investment. Financial literacy is a skill that can set them up for a bright and successful future, and it’s essential that they learn it from someone they trust. As a parent, you are the ideal person to impart this wisdom. If you…

2022-11_Money Talks_ Women, Wellness & Wealth

Money Talks: Women, Wealth & The Money Mindset

By Nicole Louvar  AIF® Did you know that only 50% of women are involved in their family’s long-term financial planning and investment decisions? At Guided Capital Wealth Management, we are passionate about helping women understand the importance of being involved in their family’s financial decisions. We all grow up in different environments with different attitudes…

2022-10_See a Sample Financial Plan

See a Sample Financial Plan

By Kyle Louvar, CFP®, AIF® Creating a financial plan is an investment in your future. It’s a road map of where you want to be—and how to get there. Many people are overwhelmed by the thought of opening up about something as personal as their finances, but it is well worth it in the end. …

What Is a Fiduciary & Why Does It Matter

What Is a Fiduciary & Why Does It Matter?

By Kyle Louvar, CFP®, AIF® What comes to mind when you hear the term “financial advisor”? What about “investment advisor”? There are many titles in the financial planning world to describe someone who manages either one or all aspects of your finances. So how do you know what the differences are, and how do you…

Hidden Costs Do You Know What You Are Paying

Hidden Costs: Do You Know What You Are Paying?

By Kyle Louvar, CFP®, AIF® Many clients delay partnering with a financial advisor because they believe their services are too expensive. But this couldn’t be further from the truth! Working with an advisor often helps you save money by eliminating unnecessary expenses and redirecting those funds toward long-term financial goals. Here are four ways financial…

A Key Misconception About Risk Tolerance

A Key Misconception About Risk Tolerance

By Kyle Louvar, CFP®, AIF® The word “risk” is frequently thrown around when it comes to financial planning and the stock market, but do you know what your financial advisor means when he or she asks about your risk tolerance? It’s easy to say that you are willing to take risks when things are good—when…