Words of Candor
- Matthew Marcoux, CFP®, EA
- August 10, 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.
- Matthew Marcoux, CFP®, EA
- August 3, 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.
- John Kennedy, CFP®
- July 27, 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.
- John Kennedy, CFP®
- July 20, 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.”
- John Kennedy, CFP®
- July 20, 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.
- John Kennedy, CFP®
- July 13, 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?”