Skip to content
What is Financial Freedom?

Our firm’s mission is to “inspire and equip our clients to enjoy a life of significance and financial freedom,” and today I share what financial freedom really is.

Read More
What is the Health of your Wealth?

When was the last time you viewed your wealth in the same light as your health? Today we ask this: Is your wealth living up to its fullest potential?

Read More
GameStock stocks went up

Understand what’s going on with GameStop—what happened & why. Read on for a clear explanation of all the moving parts (hedge funds, shorts & the short squeeze)!

Read More
Quarterly Market Review

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct. – Dec. 2020. (Includes the 2020 Annual Review!)

Read More
Investing with Faith over Fear

As 2020 has closed, I hear many people discussing their hope in the new year. We all have choices! What would it look like to invest with faith over fear?

Read More