Resonate – Connecting Client Centered Financial Planning and Lasting Legacies

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Understanding Resonate

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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.

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Understanding You

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.

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Areas of Expertise

Issues Of Aging

Intergenerational Planning

Transformational Philanthropy

Unique Processes For Widows

Planning For The LGBT Community

When Life Shifts

News & Notes

Yield Curve

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 […]

Do You Remember 1987?

(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 […]

Do You Know Anyone Who is Moving?

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 […]

Say Goodbye to Passwords!

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 […]

An Update on the Latest Position on Tariffs

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 […]

Looking for a New/Pre-owned Car/Truck/SUV in 2019?

Kiplinger predicts “there will be plenty of deals in 2019.” (Source: The Kiplinger Letter April 12, 2019.) While there may be fewer incentives than in 2018, here are some tips for 2019: August and September are good months to shop as 2019 models are cleared from lots to make room for the 2020’s. The same […]

Beware These Life Insurance Traps

While it is not necessarily a popular topic, understanding some life insurance basics is essential. This is because there are many uses of life insurance throughout our lifetimes. Fortunately, there is a type of insurance that matches various needs. For example, insurance may be needed for: Liquidity at death to pay bills, pay taxes, replace […]

What Just Happened?

Here we were, coasting merrily along in the U.S. stock market. Then, all of sudden, the last few days hit! While I will be sending several opinions on consecutive days, I wanted to start with this one from Giolio Martini, Partner, Director of Strategic Asset Allocation at Lord Abbett. Will Trade Trauma Trip Up U.S. […]

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Is the Bull Market Over?

Here’s an ARTICLE you may find interesting.

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