Tag: financial planning

A blue envelope with the word newsletter written on it.
Investing
Tom Mallini

August 2022 Newsletter

“The stock market is a device to transfer money from the ‘impatient’ to the ‘patient’.”  Warren Buffett, CEO of Berkshire Hathaway A word from our

Read More »
A close up of some yellow and purple flowers
Investing
Lia Bertelson

2020 Bear Market

You woke up today to headlines that market futures fell overnight, and we are seeing another big drop so far today. You may be wondering

Read More »