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Market Insight

Checking in with Small Business It’s been a nearly a year since I last highlighted the optimism expressed by small business owners in the monthly survey by the NFIB Research Foundation. With policy uncertainty high and the feeling that our politicians aren’t...

New Planners Join PSG

Planning Solutions Group, LLC would like to welcome and introduce two new advisors to our firm’s growing family of advisors. Paul Miguel and Jared Knowles have joined PSG to advise High Net Worth clients and business owners. Paul Miguel is an Executive Vice President...

The Holidays: An Opportunity for Family Meetings

Here we are in mid-October with Thanksgiving and the December Holiday season right around the corner. Time moves fast! But, these holidays offer us an opportunity as our families come together during the holiday season for family meetings! But, for planning purposes,...

The State of Financial Well-Being in America

The Consumer Financial Protection Bureau recently published a first of its kind view into the state of financial well-being in America based on data collected in late 2016.  Being a financial advisor to individuals I consider to be upper middle class or wealthy, it...