Our Thoughts
Are you on F.I.R.E.?
Have you noticed the significant uptick in the number of articles in the past few years about young people who save 60+% of their income,
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