FINANCIAL PLANNING & DESIGN


Economic & Market Outlook

Economic growth was a disappointing 0.7% annualized rate for the first quarter, according to first estimates, which are often revised. Growth tends to pick up in later quarters, but there are reasons to wonder if this will be the case. Hopes for improvements to or replacement of the Affordable Care Act and meaningful, effective tax […]

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Help in Navigating Life’s Most Important Transitions

In life, we go through many transitions.  Two have profound effects on us. In our youth, we went through adolescence. We separated from the pack, identified our calling, secured the needed education, and went to work. Now as we reach our 50s and 60s, the final chapters of our lives come into view. We want […]

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Safe Investments Interview on Money Matters TV

Money Matters TV with Dave De Witt of De Witt Capital Management interviews Mark Blair about safe investments.

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CFP, ChFC and CLU Certifications

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What our clients say

Strategic Architect, Guide and Advisor … this is the language that I would use to describe the relationship that my wife and I have had with Mark over the past 12 years. He has challenged us to deeply analyze our ambition for our lives including our marriage, our family, our friends and our careers. Once we were grounded in that narrative, he has helped us navigate the journey through anticipating breakdowns and continual reflection during key inflection points in our lives (e.g., our child’s education, caring for our parents, preparing for aging physically, mentally and financially, etc.). He has helped us build a foundation of communication, listening and understanding that prepares you for the unknowns that life often throws at you. We are now living the life that we have designed as opposed to just letting life happen to us. I can honestly say that Mark has changed the course of our lives and we are deeply grateful.

Luis Martinez – 860.205.9081 Read more


Together, Let’s Create Your
Financial Plan Today

Thank you for considering us in your quest to achieve lifelong wealth and happiness. We strive to provide you with the easiest access to the necessary information for creating a life abundant with monetary, intellectual, and meaningful accomplishments.

Browse the many articles on our blog to learn how you can employ our approach in realizing a prosperous and purposeful life. As you explore, share your comments. Your feedback will help us continue to provide the best wealth management resources available. Contact Mark Blair at 610-908-6271 for additional assistance or to schedule a free consultation.


Recommended Reading

The Brain That Changes Itself
by Norman Doidge

An astonishing new science called “neuroplasticity” is overthrowing the centuries-old notion that the human brain is immutable. In this revolutionary look at the brain, psychiatrist and psychoanalyst Norman Doidge, M.D., provides an introduction to both the brilliant scientists championing neuroplasticity and the people whose lives they’ve transformed. From stroke patients learning to speak again to the remarkable case of a woman born with half a brain that rewired itself to work as a whole, The Brain That Changes Itself will permanently alter the way we look at our brains, human nature, and human potential.

View Book on Amazon


Insights

If you like and trust your financial advisor, I’m glad for you. Having been in the advisory business for over 20 years, I know the value of a good relationship with the person who manages your money. But don’t let personal feelings overshadow your right to understand how he or she manages your portfolio.

Click to read the full article, How Much Are Your Investments Costing You?