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Monday Morning Motivation – Failure

Are you willing to endure failure for the sake of growth?

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Index Funds – What’s Inside & Why You Need to Know

I often tell people that I think using index funds to construct your portfolio is a very solid approach. However, it is NOT without some costs and trade-offs.

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Monday Morning Motivation – Hesitating

(Sharing Resources to Help You Grow Personally, Professionally & Financially) Sometimes it helps to get a little dose of encouragement—along with a good cup of coffee!—to start the day. Hopefully, the message below will help you get off to a good start for the week. Please feel free to forward the newsletter on to others that you think…

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Markets – So You Think You Are Smarter Than the Rest of the World?

Are you interested in finding out how to ignore the market while investing very wisely in the market?

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Monday Morning Motivation – Showing

Are you more interested in getting things done or in showing off?

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Socially Responsible Investing: Doing Well While Doing Good

While there are certainly those CEOs that act irresponsibly, there are many who lead organizations down socially responsible paths. To date, there has been quite some success in weighting socially responsible companies more highly to build portfolios that mirror the performance of the broader market.

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Quarterly Market Review – First Quarter 2018

While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the marketplace.  With that in mind, we publish a brief market update each quarter. Here you will find updates for the first quarter of 2018.

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Monday Morning Motivation – Preparation

What sort of preparation in you doing in your life in regards to faith, family, friend, fitness, and finances?

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Why Paying Attention to Interest Rates is Pointless for Investors

I am 99.9% certain that there are other financial advisors who will see this title and think I am absolutely nuts. They will opine, “Of course interest rates are important!”. Yeah, they are wrong. At least when it comes to using interest rates as a predictor on investment returns.

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Each week you’ll receive two sources
of inspiration from our team.

Every Monday we offer you our Monday Morning Motivation, a little dose of encouragement to help you start your week feeling motivated and inspired.  

On Fridays, you’ll receive our Friday Five to share some brief thoughts that will help you transition from the work week to the weekend with some inspiring wisdom about the Five Fs of life.

We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

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