Financial planning blog

Continuing with one of last week’s four investment themes, a number of our investment managers are looking at the way work is changing in the United States and finding opportunities. I thought I’d share with you a summary of some of their thoughts. Part of the value we bring to you, I hope, is that...Read More

Read this Periscope to learn four themes for the near future. The past six months changed the world (again) and we’ll look back on 2020 as one of the most stressful of years. Hint: the key word of the near future is adapt. Theme 1: Consumers go online FAST!WalMart is, by far, the world’s largest...Read More

The markets are rallying back from the fear of Covid-19 and some things have changed dramatically. But many things have not.Let’s take a look at what has changed and what has not. Things that changed Right now, the Covid-19 economic crisis is still upon us. Many companies are attempting to restart their businesses and some...Read More

Today’s headlines are stressful. Equity markets are full of hope, having recovered from the most recent bear market. You deserve a vacation—or at least a comforting drink and moment to relax. The recent market movements inside your equity investments were dramatic and rare. Equities Can be Terrifying Equities can be terrifying to watch. If you...Read More

We are open for business! If you’d like to visit us, we’d love to see you. Watch this 1 ½ minute video with Chad and Bret explaining how we are keeping you and our team safe during the Covid 19 pandemic. Disaster PlanningWhen we created the disaster recovery plans for our company, we thought about...Read More

Here are five thoughts for Cinco de Mayo as you plan your year and think about the years ahead. 7 minutes with Warren Buffett Speaking of value, investment strategies Is this the best opportunity since 2008? Or is it since 1999? And finally, you can now choose a monthly Periscope instead of a weekly one,...Read More