Finance, History,
Financial Planning

Our Blog



Finance, History,
Financial Planning

- Our Blog -

Quarterly Client Letter: 2023 Q4

If there’s a message to take from 2023 markets, it is this: Timeless wisdom best informs timely decisions.

Tax Time can be Dreadful. Let’s Change That!

Throughout the year we’re regularly collaborating with clients and their CPAs to come up with various strategies to help manage for what many is their largest single line-item expenditure of their lifetime…Taxes.

Navigating the Financial Advice Landscape: Who to Trust?

Choosing who to work with as a financial advisor is a significant decision. Clients want advisors who can solve their specific financial issues, foster trust, and consistently prioritize their best interests.

Getting Your 6% (While You Still Can)

As we transition to Fall, our focus as a firm begins to narrow in on year-end tax planning for our clients. For many, taxes will represent the single largest line-item expenditure of their lifetime. With that reality, it also represents one of the biggest areas of value add an advisor can bring to the table.

The Power Of Financial Planning

“If you don’t know where you are going, you’ll end up someplace else.” – Yogi Berra

Someplace else, it lives in the future and takes no priority in the present. Tomorrow’s problems— cast to the wind, for good or bad. Planning is pulling forward the future and shaping it to match your dreams, goals, and values.

Beware of the Investment Sales Pitch

I’m going to use this post to speak my investment truths. I hope it connects with enough of you to keep me from going broke…

A brief history of “retirement”

In the beginning, there was only one retirement plan. Work until you’re dead, or at least until you can’t anymore.

Buy the Boat

Splurge on the big family trip, get a new car every couple of years, and certainly buy coffee at Starbucks in the morning. (sorry Dave Ramsey)

What’s on the Horizon

As much as I wanted to announce my next endeavor being a large lottery win, once again Powerball has let me down. Fortunately, I have a back-up plan.



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