Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants—especially the […]
Remember 2020…things still act the same no matter what year. Buy things out of favor. Trust the past and don’t be too quick to change and chase the trend. Work harder at the short end of the income curve. Saving and accumulating is one thing – spending and decumulating are […]
Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is it any wonder so many of us feel stressed? The good news: It can be easier than you might think to increase your overall effectiveness […]
As 2020 closes a new adventure begins with our main office moving. The decision was driven by many factors. A critical one was a opportunity to affiliate with some exciting partners in a new city – Boise, Idaho. This is an exciting growing city because of the moderate weather and […]
The top line in test results took a big dip off a really straight upward trajectory. Deaths per positive test remain low compared to the early months. The timeline for the vaccine is record setting and of some note is the fact that while two vaccines are approved, one of […]
I came across this very interesting and informative article and guide from Fidelity Charitable that I wanted to share… Philanthropy is a powerful way for families to pass along shared beliefs and values. It also provides unique opportunities for family members of all generations to spend time together, collaborate, and […]
I got this note in an email today and thought it was interesting enough to share this thought from John Mauldin… “The new iPhone 12 Pro that Apple has just released is stuffed to the max with visionary technology. Not only is it 5G-ready, it also uses cutting-edge AI computer […]
What are the three kinds of capital we are working with in planning for your sustainable Lifetime Income? Let’s take a look at each kind and how we integrate them into your plan… Human Capital – this is our working life compensation…how much are you capturing, how efficiently what’s the […]
The past year has been transformational for Bitcoin and the crypto asset market. Markets are up 80%+, large institutions are starting to invest, and major companies like PayPal and Microstrategy are embracing the space in significant ways. Just recently, JP Morgan analysts said bitcoin could easily double in price if […]
It is important to note that as the fourth quarter gets underway there is the potential for tax-loss selling in parts of the markets like International and Small Cap and Closed end funds later in November and December. Tax-loss selling is when investors sell securities to realize losses for tax […]
