The Six Types of Working Genius The late Scottish author J.M. Barrie once quipped, “Nothing is really work unless you would rather be doing something else.” […]
Questions to Ask Your Financial Advisor The Cobia Walker team encounters quite the savvy prospective clients who often interview us just as we interview them to […]
A Balanced Life Requires Trade-offs Economist Thomas Sowell teaches, “There are no solutions, there are only trade-offs; and you try to get the best trade-off […]
Summer Series: New Parent Finance 103 Can anyone else believe it is already September? This year has to be going faster than ever and there’s scientific […]
Our Investment Philosophy Here’s a bit of insider baseball for you: The Cobia Walker team holds quarterly Investment Committee meetings to review the […]
New Employer? Don’t forget about your Retirement Savings Gone are the days of starting a job out of college and working with the same company until you retire […]
When Opportunity Strikes What happens when the perfect opportunity comes your way sooner than you anticipated? My husband and I faced this situation […]
Retirement Questions Recently I have been reading the Adventures of Tom Sawyer by Mark Twain. After Tom fools his friends into painting […]
How to Use Your IRA for Tax-Free Charitable Donations This month I wanted to shift gears a bit from improving ourselves to considering helping improve the lives of others. […]
