The Great Hope: Benefits of Long-Term Investing This year has been filled with dismal financial headlines. Crypto winter. Stock market declines....

The Great Hope: Benefits of Long-Term Investing This year has been filled with dismal financial headlines. Crypto winter. Stock market declines....
Reminiscing: What Are We Thankful For? We hope that you had a wonderful Thanksgiving surrounded by friends, family, and football. Maybe you even...
Preparing For The Great Risk There's not much we can predict about the stock market eb and flows. Rather, we have to prepare for the risks that come...
David v. Goliath - The Battle of Inflation The infamous story about David and Goliath can easily be compared to the everchanging inflation rate. The...
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...
Short-Term Prediction Business As I write this note, the S&P 500 index is down more than 23% year-to-date. In addition, the bond market is down...
What is financial planning all about? We (Nic & Jeff) are goal-focused, planning-driven, long-term equity investment advisors. We are here to...
The Idea of Risk & Return Is it possible that we have been thinking about risk & return our entire life incorrectly? Higher risk equals...