The Nine Financial Tips Everyone Should Know Before Becoming A Widow(er)

Bridget Handke, CFP®, CAP®
Apr 4, 2018 10:40:00 AM

My sister in law is an Emergency Room nurse. Our conversations can be odd in that when I talk finance, she wants to cover her ears. When she talks...

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Talking To Your Young Children (and Grandchildren) about Money

Damian Winther, CFP® CSRIC®
Mar 28, 2018 10:40:00 AM

As a Financial Advisor, talking about money, finances and cash flow with clients is a normal every day occurrence. One of the most common questions...

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Bag Lady Syndrome

Dana Brewer, CFP®
Mar 21, 2018 10:41:00 AM

Today, there are more successful, wealthy women in America than at any time in our history. This growing trend might lead you to believe that women...

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Financial Gremlins

Kay Kramer
Mar 14, 2018 10:42:00 AM

One of the first things I often ask clients is if they have any financial gremlins. What are financial gremlins? They are messages about money that...

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How to Make your Charitable Gifts Strategic and Impactful

Bridget Handke, CFP®, CAP®
Mar 7, 2018 10:43:00 AM

Slogging through mud and plunging into ice cold water. Those are things I’ve done for charity. I support others who also love a challenge. I’m the...

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Managing Your Wealth: Interpreting the Current Volatility of Capital Markets and Your Investment Strategy [Market Insight]

Steve Dixon, CFA® CSRIC®
Feb 9, 2018 2:43:00 PM

Market Insight - February 2018 I’m sorry that my letter happens to be delayed this quarter. While finishing a first draft, the stock market reminded...

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Are You a Stock Market FOMO Investor? [Market insight]

Steve Dixon, CFA® CSRIC®
Nov 2, 2017 2:53:00 PM

Market Insight - November 2017 Defying the expectations of many market pundits, the stock market has continued higher in a nearly unchecked rise in...

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Your Risk Management Plan: What factors should contribute to investment decisions? [Market Insight]

Steve Dixon, CFA® CSRIC®
Aug 3, 2017 9:24:00 AM

Market Insight - August 2017 Investing is and has always been a balancing act of contradictions. President Harry Truman complained that he wanted...

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Murphy's Law: Balancing Pessimism and Optimism as an Investor [Market Insight]

Steve Dixon, CFA® CSRIC®
Apr 27, 2017 3:39:00 PM

Market Insight - April 2017 The first three months of the year have proven to be very agreeable for investors, perpetuating the antithesis of...

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Examining the Investor Perception Pre- and Post Election

Steve Dixon, CFA® CSRIC®
Feb 1, 2017 3:49:00 PM

Market Insight - January 2017 Everybody loves an underdog, right? In August, 2015, before the season began, the Leicester City Football Club in...

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