5 Traits of True Wealth Creators
I’ve been thinking about the traits that individuals who have developed True Wealth possess. In doing so, it became abundantly clear that these individuals at all ages and stages of life have five traits in common. These traits are also shared by those with a fitness mentality which often is about so much more than […]
True Wealth for Community Impact
When we created our True Wealth Pillars, “Service to Others” resonated on a deep, community level. We believe in giving from the heart and with intention. Part of True Wealth planning includes identifying and creating opportunities to build wealth that can be disbursed to organizations of choice. We recognize that giving selflessly and without expectation […]
Creating True Wealth in the New Year
At the dawn of a new season, creating change is often top of mind. The idea of progress ignites a fire within us that many of us recognize as motivation. However, motivation can fade over time. Resolutions can quickly dwindle if fresh habits are not created to help keep you on track. My life’s experiences […]
Timeless Holiday Wines For Now and Into the New Year
The crisp mornings and cool evenings set the stage for the dawning of the holiday season. While exceptional wines deserve to be enjoyed throughout the seasons, the magic of the holidays inspires me to open up some of my time-tested favorites that never disappoint. Henriot Champagne Rose is one of my go-to choices. In 1808, […]
Establish Your Charitable Giving Structure
As we head into a season that is typically full of charitable fundraisers and philanthropic events, you may be thinking about establishing your charitable giving structure. While you may have determined which causes and organizations you would like to support, the next step in maximizing your giving is creating a plan around the financial and […]
An Introduction to Bond Ladders
Bonds play an important role in a diverse investment portfolio. As fixed-income securities, they can provide a stable return until they mature. As with any investment, bonds are subject to a certain amount of risk. Interest rate risk, for one, is the possibility that interest rates will rise after an investor buys bonds, causing them […]
We’re Not Already In A Recession
Real GDP declined at a 1.5% annual rate in the first quarter and, as of Friday, the Atlanta Fed’s “GDP Now” model projects zero growth in Q2. We still think real GDP will turn out to be positive in the second quarter, but if you take the Atlanta GDP Now model at face value, it […]
Bart Zandbergen Celebrates 30 Year Anniversary in Wealth Management
Milestones have a way of triggering us into reflection. For me, 2022 marks 30 years in which I have invested my life into a career in wealth management. Looking back over three decades, I recognize that I have collected a treasure trove of lessons learned. My career has been a gift, a teacher, and in […]
Lessons from the FIRE Movement
The Financial Independence/Retire Early, or FIRE, movement is an investment practice and lifestyle that focuses on saving aggressively and spending frugally so individuals can move toward financial freedom and perhaps even retire decades ahead of schedule. The movement has been around since the 90’s and has gained more exposure recently as the financial fallout from […]
