Client Stories – Examples of How We Can Help

I like to share brief descriptions of ways in which we have helped individuals and families make great financial decisions. You may be in touch with others that face similar situations. Our motto is “we can help you with that.” We will collaborate with you on any...

Lessons Learned From the First Female Thunderbird Pilot

Recently, I attended a continuing education conference in Nashville. The keynote speaker was Nicole Malachowski, a retired US Air Force officer and the first ever female pilot to fly as part of the Air Force Thunderbirds squadron. I love gutsy people! Beyond opening...

Dealing with Known Unknowns

I don’t think anybody would have guessed a few months ago that we would be witnessing such a tragic sequence of world events. These events will cause a range of emotions along with concerns about how our long-term financial well-being will be impacted. There is no...

The Danger of Chasing the Holy Grail

During a period when most investments have lost value, it is common for investors to seek out the few assets that are performing well and then gravitate their portfolio towards these. I think this is particularly the case in an inflationary environment where any...

Bonds are the Ghost of Christmas Future

The US Federal Reserve has started to raise interest rates to combat inflation. The expectation is that they will continue to raise interest rates throughout the year and that these increases may be significant. Investors are concerned that these interest rate...