Dividends and Equities

Take a look at your 12/31 investment statements.  Specifically, review the dividends credited to your accounts on your statement.  They are not insignificant if your portfolio is constructed of many different companies.  Dividends from the equities you own are...

Our shareholder letter

Each January, our firm distributes a shareholder letter to our clients which reiterates our guiding principles and covers important planning themes.  We view clients as shareholders in our practice, ongoing communication is critical in our partnership together as this...

Then & now…

Imagine updating your financial plan in January, April, or December of 2020.  How might the plan outputs at various dates have impacted your behavior and financial choices?  What other life decisions may positively influence your approach to planning? January 2020: ...