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Ever wonder what's on our mind? Curious about what an advisor's perspective may be?

Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a book review, information video, or some other surprise. So keep checking in. We’re glad to have you reading along. 

 

Friday, August 23, 2019

Lauren and I just returned from an Advanced Planning Symposium in New Orleans. The travel was grueling, but we got a lot of valuable information and New Orleans is not the worst place to spend a few days. Here are a few take-aways from...

 

Wednesday, July 31, 2019

As I walked on the treadmill this morning I listened to several podcasts. My kids laugh at me for listening to podcasts instead of music while I work out. However, I find that doing something I enjoy and benefit from (like listening to...

 

Thursday, June 20, 2019

Recession talk, inverted yield curve, long market cycle, and etc. What does it all mean? The following article provides some balance to what you are typically seeing on the news or reading. https://www.fa-mag...

 

Friday, June 7, 2019

One thing that is as certain as death and taxes is that we will start getting calls from clients who just got a Form 5498 around the first week of June. The typical question sounds something like this, “Do I need to file this...