/Financial Planning

Your Diversified Portfolio vs. the S&P 500

Your Diversified Portfolio vs. the S&P 500 “Why is my portfolio under performing the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street [...]

By |2019-08-15T08:09:14-07:00August 15th, 2019|Financial Planning|

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is no [...]

By |2019-08-08T08:37:13-07:00August 8th, 2019|Financial Planning|

When Alzheimer’s Disease is Diagnosed

When Alzheimer’s Disease is Diagnosed Imagine the outlook for your life changing in minutes. A diagnosis of Alzheimer’s disease can be that stunning. If your parent is diagnosed with Alzheimer’s, how can you help them as they strive to make the most of the years ahead? An Alzheimer’s diagnosis may [...]

By |2019-08-02T10:59:09-07:00August 2nd, 2019|Financial Planning|

Getting a Head Start on College Savings

Getting a Head Start on College Savings The hows and whys of college savings. The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. However, these days, most kids aren’t “out the door” at age 18. Tack [...]

By |2019-07-26T12:06:21-07:00July 26th, 2019|Financial Planning|

It’s Called Financial Advising for a Reason

It's Called Financial Advising for a Reason There seems to be a misconception about what a financial advisor actually does behind the scenes. People imagine our team watching tickers, reading Bloomberg every day and night, and spending every second trading. Sure, we do that. But, that’s not all we do; [...]

By |2019-07-08T10:58:19-07:00July 8th, 2019|Financial Planning|

Diversification, Patience, and Consistency

Diversification, Patience, and Consistency Three important factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes to investing. In [...]

By |2019-06-27T09:14:47-07:00June 27th, 2019|Financial Planning|

Tax Moves to Consider in Summer

Tax Moves to Consider in Summer What's not to love about summer? Spending days out on the trails and rivers, and nights by the campfire. Summer activities seem endless, but there is usually one summer activity people forget about--their financial matters. That's right, summer is a good time to consider [...]

By |2019-06-21T09:03:15-07:00June 21st, 2019|Financial Planning|