by Taylor | Oct 24, 2025 | Business Financial Solutions, Mindful Wealth, Strategic Financial Planning
The Power of Asking Better Questions When it comes to money, most of us are taught to focus on answers: how much to save, where to invest, what to buy. But I’ve found that the most financially confident people aren’t the ones with all the answers. They’re the ones... 
by Taylor | Sep 30, 2025 | Mindful Wealth, Personal Finance
Post Updated on October 24, 2025 by Taylor. A few weeks ago, I decided to take my health tracking up a notch. I consider myself someone who is pretty dialed-in when it comes to fitness training, health, and overall wellbeing. I already train consistently—whether I’m... 
by Taylor | Sep 16, 2025 | Strategic Financial Planning
The financial industry—especially the wealth management world—has done a very poor job of showing clients the real value they provide. Too often, people are left wondering what exactly they’re paying for, or worse, they forget within a few months what their... 
by Taylor | Aug 8, 2025 | Business Financial Solutions, Mindful Wealth, Personal Finance, Strategic Financial Planning
For as long as most of us can remember, we’ve been sold a narrow definition of wealth. The message is everywhere: more zeros in your bank account, a shiny new car in the driveway, the dream house with the open-concept kitchen. That’s the picture of success we’re told... 
by Taylor | Jul 1, 2025 | Mindful Wealth
They say money can’t buy happiness… sort of. And as a financial advisor for high-income professionals, I’ve seen my share of wealthy clients who struggle with their well-being. But I’ve also seen clients who do seem to ‘have it all.’ Today I want to discuss how my... 
by Taylor | May 22, 2025 | Bear Market Strategy, Innovative Investments, Recession and Economics, Strategic Financial Planning
Over the last eight weeks, we’ve all felt the ripple effects of what some are calling the tariff tantrums—or tariff turmoil, depending on who you ask. Either way, it’s been a volatile stretch. And a lot of portfolios have taken a punch, which provides a... 
by Taylor | Apr 24, 2025 | Family Financial Advice, Mindful Wealth, Strategic Financial Planning
I want to address a question that I get a lot from prospective clients and wealth-curious who are on the fence about teaming up with Four Points Wealth. And that is: when does a person really need a wealth advisor? Over the years, I’ve been able to narrow down my... 
by Taylor | Mar 28, 2025 | Personal Finance, Strategic Financial Planning
Markets don’t vote. But they do react…to headlines, to uncertainty, and to emotion. And in a heated political climate, that reaction can spook even the savviest investors. So what should you actually do to protect your portfolio? In today’s politically charged... 
by Taylor | Mar 27, 2025 | Personal Finance, Strategic Financial Planning
Maybe you’ve heard the buzzwords: ESG, socially responsible investing, or values-based investment portfolios. And maybe you’re wondering, “what do they actually mean?” Or, more importantly, “how do they actually perform?” As someone who gets a lot of questions from... 
by Taylor | Feb 21, 2025 | Personal Finance, Strategic Financial Planning
I’m excited—and honestly, a little nervous—to share this. This is a topic I’ve been thinking about for years and now feels like the right time to put it out there. I’ve been in the financial industry for nearly 16 years. Straight out of college, I became a...