July 2020 - CandorPath

The CandorPath Way

What is the CandorPath way? It’s taking the time to really get to know you before we advise you on how to reach your goals.   We move through a specific series of meetings, beginning with one that will familiarize us with you, your current circumstances, and your...

What is a Financial Advisor?

Investopedia defines a financial advisor as someone who “provides financial advice or guidance to customers for compensation. Financial advisors can provide many services, such as investment management, tax planning, and estate planning. Increasingly, financial...

Contentment or Fear

With the uncertainty of our current circumstances, it’s impossible not to experience some level of fear. And while we can’t prevent feeling it, we can prevent it from controlling us.   Stay informed, stick to your investment plan, look for happiness in whatever...

The End Game

Recently I sat down with some clients who own their own business, and let me know they were working on outsourcing and automating a number of things within their business so they could take a step back. Then they asked, “Now what?”   If you’ve watched any of our...

Married Money

You’ve married the person you want to share your life with. So how do you share your finances?   Lead with communication. Regardless of how you choose to financially run your household, it’s important to talk with your spouse about the decisions that need to be...