Blog | CandorPath

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By Matthew Marcoux, CFP® / September 14th, 2020

We are all guilty of comparing ourselves to others, and it’s especially easy to do so based on how we share our lives through social media.

By Matthew Marcoux, CFP® / August 31st, 2020

Bill Gates once said, “most people overestimate what they can do in one year and underestimate what they can do in ten years.” How true is that? So many of us set goals each January for what we want to achieve in a year, and often find ourselves off track a few months later. I know this has been a year full of countless surprises, causing many of us to veer off the course we initially set out on. Still, you have the power to take control of the rest of the year.

By John Kennedy, CFP® / August 24th, 2020

Routine sets you free. I read those words in a book that suggested routine is the driving force behind efficiency. I’ve always believed this to be true, but reaffirmations are often important when we’re searching for self-motivation.

By John Kennedy, CFP® / August 17th, 2020

Einstein once said, “Everything should be made as simple as possible, but not simpler.”

By Matthew Marcoux, CFP® / August 10th, 2020

In my previous blog post, I discussed how we leverage team work to ensure a successful experience for our clients. Another one of our core values is creativity.

By Matthew Marcoux, CFP® / August 3rd, 2020

This year, John and I diligently read through a book called Traction, and found ourselves driven to better serve our clients by applying the principles we read about.

By John Kennedy, CFP® / July 27th, 2020

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.

By John Kennedy, CFP® / July 20th, 2020

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 advisors are providing a range of services from portfolio management to insurance products as a one-stop-shop.”

By John Kennedy, CFP® / July 20th, 2020

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.

By John Kennedy, CFP® / July 13th, 2020

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?”

By John Kennedy, CFP® / July 6th, 2020

You’ve married the person you want to share your life with. So how do you share your finances?

By John Kennedy, CFP® / June 29th, 2020

There is an enormous amount of research concerning the psychology of money, and to me, the most fascinating research surrounds our spending habits, in particular how they change between using cash versus credit cards.

By John Kennedy, CFP® / June 22nd, 2020

The current world circumstances are greatly impacting the news and market, and it’s easy to allow the negativity to infiltrate your thoughts and daily routine, disrupting what truly matters.

By Matthew Marcoux, CFP® / June 15th, 2020

We are often asked the same question by many clients during times of extreme market volatility.

By John Kennedy, CFP® / June 8th, 2020

We are often asked, “When should we start estate planning?” The answer is, if you’re even thinking about the need for estate planning, it’s time to begin.

By John Kennedy, CFP® / June 1st, 2020

We all possess a fight or flight response to stress. Its origins are primal; the lives of our ancestors often depended on their ability to react logically in duress.

By Matthew Marcoux, CFP® / May 25th, 2020

Like all good financial advisors, we work hard to facilitate thoughtful dialogue, listen carefully, broaden perspectives, and act as financial therapists, all in an effort to come up with smart financial strategies to optimize your money.

By Matthew Marcoux, CFP® / May 19th, 2020

At least once a year we meet with our clients to talk about everything BUT finances. Why? Because the better we know you, the better we can support you.

By Matthew Marcoux, CFP® / April 20th, 2020

Almost two months into this extraordinary pandemic, and I am more thankful than ever for an infrastructure that allows us to continue with business as usual here at CandorPath. In these past weeks, we have been reiterating these five points to all of our clients:

By John Kennedy, CFP® / April 13th, 2020

A recent article shined a light on how Warren Buffet prioritized wealth ethic over work ethic. Intrigued, I came to understand that wealth ethic pertains to the idea that the pursuit of money over the importance of enjoying how you are making money is no longer the priority. We would all love to make a living by following our true passion, but it often seems too difficult to do. Minda Zetlin explains that “one of the main reasons passion-seeking has gotten such a bad reputation is the presumption that there’s only one passion out there for each of us, and that whatever it is may not always translate to something you can do for a living.” But is that really true?

By John Kennedy, CFP® / April 6th, 2020

We often talk with those who are in the “build wealth” phase of life about the importance of establishing good financial discipline. When you are at the beginning of this phase, looking years ahead to retirement, it’s difficult to really appreciate how much the extra money going toward your retirement plan or current debt will benefit you, but the rewards of your good habits will only compound over time, multiplying your wealth. There is no shortage of examples of millionaires who attained their wealth through hard work and financial discipline.

By John Kennedy, CFP® / March 31st, 2020

More than ever, we should be searching for contentment with what we have, as focusing on what we can’t control only brings unnecessary stress.

By Matthew Marcoux, CFP® / March 30th, 2020

You already know how important dollar cost averaging and re-balancing is to long term financial success, so I won’t go into either of those. During our time in quarantine though, I do want to give you 3 other components of financial success to think about.

By John Kennedy, CFP® / March 29th, 2020

If you argue with reality, you will lose 100% of the time. What an “aha” moment I had when a client shared that statement with me. We’ve spent so much of our recent time talking with people about this phase of economic uncertainty, but I was never able to simplify my thoughts the way that statement did for me.