Welcome to episode 100 of ThimbleberryU, where we're diving into the integration of financial planning and wealth management at Thimbleberry...
Amy Groshong Walls, CFP®, RICP®, CRPC®, has been a financial advisor since 2003. She is a certified financial practitioner, TM, and has additional...
It's hard to believe Amy and Jag have been doing this podcast for two and a half years! We've spent countless episodes talking about your financial...
For many people, getting started with a financial advisor can feel a lot like reaching into the unknown. Rest assured knowing that the initial...
When it comes to understanding why we make investment recommendations, the key for the Thimbleberry Financial team is communication so that we can...
How do you feel about risk when it comes to investing? In my experience, when the markets are up, my clients tend to be less risk-averse than when...
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