Insights

The Great Hope

The Great Hope

This year has been filled with dismal financial headlines.  Crypto winter.  Stock market declines. Significant bond market losses.  Mortgage rates...

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Thankful

Thankful

We hope that you had a wonderful Thanksgiving surrounded by friends, family, and football. Maybe you even bought a thing or two on Black Friday?...

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46 Years?

46 Years?

[THE BAD] On January 3rd, the S&P 500 hit a yearly high of 4,796.64 On October 13th, the S&P 500 hit a yearly low of 3,491.59 A drop of...

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It Is ALL Noise

It Is ALL Noise

It Is ALL Noise It is difficult to be a long-term, goal-focused, plan-driven investor if you have access to television, the internet, or email. We...

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What Is Financial Planning?

What Is Financial Planning?

What is financial planning all about? We (Nic & Jeff) are goal-focused, planning-driven, long-term equity investment advisors. We are here to...

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Risk & Return…

Risk & Return…

Is it possible that we have been thinking about risk & return our entire life incorrectly?   Higher risk equals higher return.   Lower risk...

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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