Insights & Observations

Stay Informed

You’re busy creating your own success; to help you stay informed, we share our insights and observations regularly through our blog. Whether you want to secure your personal wealth, improve the lives of your employees or elevate your impact in your community, we invite you to read the topics that matter most to you.

  • Do you suffer from investment FOMO? The periodic table of investment returns can help.

    As a business owner you probably do not have the time, inclination or energy to research and anticipate what the right mix of investments is for your personal portfolio. Yet, with daily hype from the media or the unsolicited advice of friends who invested in a winning stock, you may still experience FOMO with your… [Read More]

    The 3 critical agreements business owners need to protect their personal finances

    When you own a business, you appreciate just how much your personal financial life is tied to your business.  What you may not realize is how much your personal financial wellbeing is intertwined with your partners or other owners in your business.  If you own a mature, successful business, and you’re seriously looking at your… [Read More]

    Action steps to reduce the risk of identify theft

    The Equifax data breach increases the risk of identity theft for 145 million Americans. Consider and take these action steps to help protect yourself.

    Live long and prosper

    You may be able to spend more in the early years of retirement than you thought. Retirement spending strategies have always been an important part of smart planning; incorporating new research about longevity and spending patterns of retirees leads to even wiser decisions.

    But why a bun?

    Years ago, a fast food chain ran a catchy ad campaign featuring a focus group of meat and cheese lovers.  In the commercial, the presenter describes the companies new burger, and one of the test subjects responds “I like the meat and cheese part, but why a bun?” As investors, if we consider domestic stocks to be… [Read More]

    Q1-2017 Quarterly Context Webinar

    What led to the positive returns in Q1? Should you expect an increase in market volatility? How much value does regular rebalancing add? View the Q1 Quarterly Context webinar recording for more insight.

    Are you on the right financial path?

    After an 8-year bull market and new political uncertainty, should you be more concerned about volatility risk?

    Q4-2016 Quarterly Context Webinar

    What’s riskier… gambling or investing? Do political parties or the Fed have a bigger impact on markets? View the webinar recording for more insight.

    Periodic table of unpredictable returns

    Are there clear patterns of investment market returns over time? How does a “balanced” global portfolio compare to individual asset classes over the last 20 years?

    Markets do fine over time… but many investors don’t

    As the year turns, investors are bombarded with predictions about what 2017 may hold. Soothsayers will suggest strategies to avoid the next crisis or how not to miss the next great opportunity.

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