I recently heard someone say “don’t measure success or failure by the outcome but by the wisdom of your decision that led to that outcome.” Said another way: we can not control the outcome, but we CAN make wise decisions with the information we have available to us. This principle makes perfect sense, but it…

Read More

There was a period of 5 years when I did not go to the dentist. I had a FEW “trouble spots” that needed to be fixed, and I decided to ignore the problem. The discomfort and expense were preventing me from doing what I needed to do. It was dumb. When I finally went, the…

Read More

We learn like crazy when things get hard. We grow when we overcome obstacles. We get stronger when we push beyond our comfort zone. We naturally seek comfort and avoid pain yet we are drawn to the beauty that struggle produces… Diamonds are formed only after intense pressure and heat Butterflies emerge after the strain…

Read More

When asked what my wife’s pet peeve is about me, she will quickly respond with “he wants to discuss our finances too often!” I THINK I’ve gotten better over the years, but I’ll have to ask again! I came up with a saying that I share with my clients…“In order to make money a non-issue,…

Read More

I recently finished a fantastic book about eliminating hurry from your life. In it, the author used an analogy that I loved. Mostly because it had to do with running, but it applies here as well! The author likes to sit on his front porch early in the morning. Nearly every day, the same group…

Read More

Last week, Thad did a great job of illustrating why it’s in your best interest to stay invested during volatile times. We thought a word picture would also help! Have you ridden a roller coaster in a while? I bet you can still recite the safety instructions that are repeated over and over again as…

Read More

As you can imagine, we have been having conversations with clients, colleagues, and friends in the midst of this COVID season. We thought it might be helpful to summarize some of the consistent topics we are addressing: It’s still a good time to refinance Keep contributing to your retirement plans if you can (only pause…

Read More

WE ARE HERE: Uncertainty surrounds the investment markets and our economy right now. We understand this is hard, and we want to be here in every possible way for our clients (and for anyone else who needs help). Thankfully, we can work anywhere we have internet. So, we are open for business and available if…

Read More