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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a restaurant review, news about non-profits we support or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Monday, December 11, 2017

As the bull market enters its 10th year, now is a good time to reflect on your risk tolerance. I frequently get questions about how long the bull market will last and how big of a drop we can expect when it goes the other way....

 

Tuesday, November 21, 2017

A recent Philanthropy Panel Study has determined that donors who give 2+% of their income are happier than those who don’t regardless of the dollar amount that it equates to. The study further suggests that men become more...

 

Friday, November 10, 2017

To many people, a trust seems like a basic (albeit highly effective) estate planning tool. The maker of the trust transfers ownership of certain assets to the trust, and a trustee manages those assets for the beneficiary or that trust....

 

Tuesday, October 17, 2017

In case you missed our Enjoyable Retirement Solution Workshops a few weeks ago, the recurring theme that comes up regarding how I design my retirement income plans vs. traditional thinking is that my plans are measurable. Most plans...

 

Wednesday, September 20, 2017

Key Takeaways We expect the Fed to announce asset reduction in September. This may push 10-year Treasury yields higher over time. We estimate that impact could be 20 to 40 basis points. However, long-term yields should remain anchored....

 

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Wednesday, September 13, 2017

For those of you with school aged children, I hope everyone had a great start back to school! My three kids started kindergarten, second grade and fourth grade this year, and so far they're excited about school. Hopefully that...

 

Wednesday, August 30, 2017

It's that time of year again-FAFSA (Free Application for Federal Student Aid) deadlines are quickly approaching! Every year, more than $120 billion in federal grants, loans, and work-study funds are awarded to more than 13 million...

 

Wednesday, August 16, 2017

One of the most common questions I get is should I pay off my debt (usually a mortgage), or should I save more? While this can be very client specific, I thought we would cover a few general ideas on the subject. As I mentioned, this...