Rise in Social Security Scams

Just when you think you’ve heard it all, scam callers seem to be one step ahead, creating new ways to trigger fear and dupe many into very costly mistakes. There seems to be one type of scam call that has …

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Family Wealth Planning

Whether it’s gathering for an annual reunion, recounting an anecdote about quirky Uncle Jim, or simply being there for one another during difficult times, family traditions are the comfort food that nourishes our most satisfying relationships. We’d like to invite …

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Investment Management for the Real World

Investors are often their own worst enemy, buying high and selling low, when sticking to a long-term strategy would serve them best. Many studies document this fact, finding that individual investors routinely underperform the mutual funds they invest in through …

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Financial Freedom

While many people focus on and plan for retirement, at Catalyze, we talk more about financial freedom than we do about retirement.  Retirement might be one part of your goals for financial freedom, but financial freedom is so much more …