To meet your investment goals, an experienced and skilled investment advisor can help create investment strategies based on your unique life situation. Resonate strives to meet the highest industry standards for financial planning and investment management. In addition, we bring your wealth and life purpose together, which we believe is how you successfully grow wealth and well-being simultaneously.
Your level of comfort, understanding, and assurance takes precedence at Resonate.
We find that financial wealth is most fulfilling when it integrates with and supports one’s richness of life. That is why Resonate’s approach blends quantitative and qualitative financial planning as we offer unique, personalized strategies to help clarify and achieve meaningful and life-enhancing financial objectives as defined by each client.
Unlike most other financial advisors, the Resonate process is focused on more than numbers. We think of money as a means of fulfilling your life purpose and create integrated plans that meld who you are (values and life purpose) with what you have, through a process that is flexible and customized to you.
We start by gaining a clear understanding of who you are, what matters most (and least) to you and the level of finances you have with which to work.
I have written about the inverted yield curve in the past and find the reference to that in this coverage of the latest interest rate cut to be of interest. Hope you do as well! Click here to view the complete article. Barb Culver
Since the Equifax breach was massive, I wanted to share the latest information with you. If you have spent time or money since September 2017 dealing with the breach, you can request reimbursement for up to 20 hours of time spent reclaiming your identity. The hourly rate for reimbursement is $25. If you incurred extra […]
As we are constantly concerned about keeping your data secure, a recent article in Fortune magazine titled “The Idiot Box Gets a Little Too Smart” written by Ashwin Rodrigues (August 2019) reminds us that smart TV’s are “essentially a big computer.” Just like any other computer in our homes, this one collects data to allow […]
Indeed, we seem to be living in interesting times! I know I have spoken with many of you in the past regarding the yield curve and past lessons we have learned from it. I found the attached article written by Sonal Desai, Ph.D., Chief Investment Officer of Franklin Templeton Fixed Income to be of particular […]
(I give credit to a Motley Fool article called “Party like It’s 1987” written May 12, 2019 for much of the information in the following article. Also, I am not making any recommendations to buy, sell or hold any particular positions.) Through April 30, the S&P 500 index had earned 18.3%. This is the best […]
As part of our concern for your overall well-being, I thought that some points about moving included in a recent insurance communication might be of value to you or someone you know. If you are moving out of state, is your current property and casualty company licensed in the state you are moving to? If […]
Under the theme “Fraud Watch 2019” there is an article titled “Making Sure You Are You” in the April 2019 AARP bulletin. I think that passwords can be frustrating to both young and old alike. Soon, passwords will be obsolete as a body of science called a biometric authentication continues to advance. Rather than typing […]
There has been a flurry of activity regarding our trade policy with China and China’s reaction to it. Jeff Herzog, Ph.D. and Portfolio Manager at Lord Abbett, published this analysis on May 17, 2019. I thought it was very insightful and hope you do as well! The title of his article is “Tariffs, Tweets, Trade […]
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Phone: (513) 605-2500
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Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate ValMark Advisers, Inc. advisory services agreement and Disclosure Brochure (Form ADV Part II, as provided).
Fee-Based Planning offered through Resonate Advisors, Inc. a State Registered Investment Advisor
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130 Springside Dr., Suite 300, Akron, OH. 44333, 800-765-5201.
Resonate, Inc. is independent of ValMark Securities, Inc. and ValMark Advisers, Inc.