New Membership in NAPFA
We are proud to have joined the National Association of Personal Financial Advisors (NAPFA). This organization of fee-only financial planners requires an ethics oath and
We have a new CFP® Professional
We are proud to announce that Lia Bertelson has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED
Consider writing an ethical will
Over the holidays, consider writing an ethical will for those you love. If you are like me, this month will be busy for you. At
What does it mean when the yield curve inverts?
If you watch or listen to market news, you have likely heard analysts mention the flattening of the yield curve, or the possibility of yield
Debt cycles impact all of us.
I was recently alerted to Ray Dalio’s new book, Big Debt Crises, while listening to an interview of him done by Barry Ritholtz. Listen to
What has happened since September, and what we are doing for our clients.
We are nine weeks into a correction that began in mid-September. Since that time, major stock indexes have lost all the year’s gains and then
We are grateful
As we celebrate Thanksgiving with our families this week, we are taking a moment to share with you something that we are especially thankful for
Buying stocks when prices are high
“…the risk of paying too high a price for good-quality stocks – while a real one – is not the chief hazard confronting the average
Riskalyze Introduces GPA
Our investment management clients know that we use Riskalyze to help us quantify their risk tolerance as well as the risk in their investment portfolios.
Does market volatility affect my strategy?
You have probably noticed this week that we are encountering some volatility in the stock and bond markets. This is the second time this year.
More money, less time?
I don’t know anyone who has more money than they know what to do with. I know those people exist. I do know plenty of
How to cut your budget while keeping your kids
Marriage and budgets are tough enough. Throw a few kids in the mix, and you may find yourself feeling like your money is slipping away.