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Carrigg Wealth Advisors | Portsmouth, NH

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Rich People Problems

Personal Finance for the Top 5%. Now how do you stay rich? That’s where I come in. After almost 25 years serving hundreds of clients as a Financial Advisor, I am struck by how
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Wondering your risk profile? Balance your FOMO with your FOFO.

Balance your FOMO with your FOFO.
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5 thoughts for 2023

5 thoughts for 2023 (what follows are all my opinions based on my research, reading and experience)  
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Are investors’ expectations unrealistic?

Are investors’ expectations unrealistic?
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YOLO!

While possibly fun, a YOLO! mentality can potentially have a devastating impact on your personal finances.
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OK….so now what?

No one knows what lies ahead for the planet, never mind the market, in a Shelter-in-Place, Covid-19 world, but here are a few thoughts:
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3 things to consider doing right now with your portfolio.

No one alive can say they have lived through anything like the current hysteria surrounding Coronavirus.
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The stock market? It’s just a giant casino!

While there can be some similarities between investing and gambling, when done properly, investing over the long term...
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5 life impacting decisions to discuss with your financial advisor

I am a firm believer that good financial advisors help clients make important financial and life decisions.
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Why the waiting game is often a gamble.

As a financial advisor, I work with clients with a range of financial strategies, and for a few, the strategy is waiting. And I’m not referring to waiting tables.
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Couple's Therapy

When working with couples and their money, I am often hear something like “Sorry, I know you’re not our marriage counselor.”  Though I’m certainly not trained as a couple’s therapist, I do recognize that one of the primary reasons why couples fight, or even get divorced, is over money.  I feel the role of a good financial advisor is sometimes to get both parties on the same financial page.  And, in a world of easy access to do it yourself investment p
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Keeping up with the Joneses? Stop! Stay away from the Joneses!

Helping clients not only understand their behavior in terms of spending, saving, and investing but also the why
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To Pay the Fee, or Not Pay the Fee, That is the Question.

The Merits of Paying a Financial Advisor to Manage Long Term Oriented, Low Cost, Index-Based Portfolios
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Check the background of this financial professional on FINRA's BrokerCheck