Market Commentary: Seven Important Things to Remember In 2025
“Stocks take the escalator up, but the elevator down.” Old investing maxim
Blog
Continue Reading!
Intestate Succession
A sometimes overlooked aspect of Financial Planning is ensuring that a client has the proper beneficiary designations on their accounts so those assets pass to the correct beneficiaries. However, not all asset trusts will dictate how those assets will pass.
Win the Game of Life (Insurance)
Life insurance is one of the most versatile financial assets available to us. Few solutions carry as many tax advantages, may be used in as wide a variety of situations, and come at such a range of cost.
Lasting Happiness… Who is it for?
Published by Teresa Milner Living in the fast-paced world that we’ve become accustomed to, it’s easy to get sidetracked with all that’s going on around us. What’s important and not urgent? What’s important and urgent? What’s urgent but not important? What’s not urgent and not important?
Are You Picking Up Your Pebbles?
With the New Year approaching, many like to spend time reflecting on past successes, failures, new experiences and gained knowledge, as well as planning for the year to come. As a part of my own reflection, I enjoy reading the following parable…
Investment Discipline
One of the most challenging aspects of investing is not what many may think. Digging through the multitude of options available to place cash can be daunting task. However, keeping your cool when things move in the wrong direction can make or break returns.
Time, Talent and Treasure; Giving Thanks!
Published by Mark Petersen I saw a report on the morning news about how an iPhone changed the life of a boy with Spina Bifida. Typing into the phone he is able to communicate his thoughts for the first time. This coming on the heels of the Second Terrorist attack in Paris, France in less …
