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Blogs

Man reading newspaper next to laptop and phone
Joshua Escalante Troesh | Apr 17, 2024

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Person holding jar of coins with a 'savings' label
Joshua Escalante Troesh | Apr 10, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Watercolor style picture of 5 carrots sprouting from the ground.
Joshua Escalante Troesh | Apr 3, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Joshua Escalante Troesh | Mar 27, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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An older man relaxing and laying down in an inner tube on relaxing water.
Joshua Escalante Troesh | Mar 20, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Image of an American flag, with a person looking out of them similar to window blinds.
Joshua Escalante Troesh | Mar 13, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
A brain surrounded by circles representing brain waves
Joshua Escalante Troesh | Mar 6, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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How to Stop Subconsciously Sabotaging Your Financial Goals
Purposeful Strategic Partners | Aug 1, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
What is your number one financial goal right now? What do you want to be able to achieve more than anything else financially (and in life)?
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Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps
Joshua Escalante Troesh | Jul 3, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It’s the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper.
Read More
Navigating the Post-Cancellation Era of Student Loans
Purposeful Strategic Partners | Jun 1, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
Student Loan
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan. So, where does that leave you and your outstanding
Read More

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You should have a financial adviser who puts you first. That’s why we chose to be legally required to do what is best for our clients. And we chose not to sell insurance, annuities, or other financial products on commission.

Unfortunately, many ‘advisers’ operate as commissioned salespeople, rather than true advisers. A fiduciary adviser must have a Form ADV filed with the SEC. Here’s ours.

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PurposefulFamilyWealth.com is the marketing website for Purposeful Strategic Partners, a registered advisory firm.

*Ranked #1 advisor on Investopedia Advisor Insights November 2018 to July 2019 when Investopedia discontinued Advisor Insights. Investopedia Advisor Insights ranking based upon the helpfulness of answers to questions posted on the Investopedia website as voted by Investopedia’s audience. Ranking does not consider investment returns, client satisfaction, or other factors. Registration as an investment advisor refers to legal licensing of the advisor and does not imply a certain level of skill or training. Information presented on this website, in our blog, and in the Advisor Answers column is for informational purposes only. None of the information or articles are intended to be investment, tax, nor legal advice. To get personalized advice on your own situation, schedule a meeting with us, talk to your CPA, or contact an attorney. Do not attempt to apply this information to your personal situation without consulting with a qualified adviser. Joshua Escalante Troesh (“Purposeful Strategic Partners”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Purposeful Strategic Partners in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. TD Ameritrade and Charles Schwab act as third party custodians for Purposeful Strategic Partners. Client assets are held at either of these institutions for the protection of clients. For individual and family accounts, assets are held at TD Ameritrade or TD Ameritrade. For 401(k) or other employer retirement plan accounts, assets are held at Matrix/Broadridge through a sub-custody relationship with AdvisorTrust. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Purposeful Strategic Partners, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an investment advisor, accountant, or legal counsel prior to implementation.

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