Chutes & Ladders

If investing was a board game, it may be best categorized as Chutes & Ladders.  I loved this game growing up as a kid, the premise is simple.  Get to the top of the board by climbing ladders and progressing forward on each square, avoid the chutes if possible. I...

Take the trip

Summer is here as students are graduating and classes are ending, time to think about a vacation!  This may be the most normal summer we’ve seen yet post pandemic; at least I hope so.  I think it’s uber important to travel with family and friends during the summer...

What We Do

During times of extreme volatility, both up but usually down, it may be comforting to know you have a friend to turn to.  I welcome all questions as that’s how an investor may grow their knowledge on various topics.  Clear definitive answers are often desired, “what...

Reflection

What do you do when your account values shrink in the current investment environment?  You may have created a well thought out plan and were happy with your progress, then life happened!  With so many events taking place today, many out of our control; how do you stay...

Influencers

Who’s had the largest financial influence on your decisions around money?  The answer may surprise you.  Beginning at an early age, it’s natural to absorb opinions and philosophies on money by watching and listening to our parents.  Many of their decisions,...

Podium

Johan Clarey from France just captured a silver medal in the men’s downhill at the age of 41.  Former wrestler Nick Baumgartner age 40, collected a gold medal for team USA in snowboard cross with Lindsey Jacobellis.  Katie Ledecky continues to get faster in the water...