Skip to content

Posts Archive

Financial Planning

Our People are our Most Valuable Asset — Meet Matt Boelter, Financial Advisor & Shareholder

June 7, 2019
, , , , , ,

To read Matt’s complete bio click here

Read More

Top 11 Ways to Prevent Fraud and Identity Theft

May 24, 2019
, , ,

Almost every day we hear stories from families affected by some form of fraud.  According to the Federal Trade Commission (FTC), identity theft is one of the most commonly reported types of fraud.  Here are some suggestions for staying out of harm’s way, and a few of them might surprise you. 1. Credit Cards are…

Read More

Is it time to change financial advisers?

May 14, 2019
,

Written by Adriel Tam, CEO and Founding Shareholder. The original article is published on MarketWatch. To read the full article, click here.

Read More

Why Losses Hurt More than Gains Feel Good: Part 2. Implications for Different Investors

April 24, 2019
,

Written by Bruce Yates, Financial Advisor and Founding Shareholder In Part 1 of this series, we saw how any loss of a given percentage requires a larger gain (sometimes much larger) to recoup what was lost.  This phenomenon is shown in the table below, with the right-hand column showing how much larger gains must be…

Read More

Financial Perspectives from a Professional Golfer

April 18, 2019

Written by Rick McDonald, Financial Advisor I’ve had the honor and good fortune to live two of my life dreams.  First, I became a successful professional golfer.  Then I was able to enter a second career as a financial planner/advisor, in which I get to truly impact people’s lives, helping them reach their goals and…

Read More

Spring Cleaning — Put Your Financial House in Order

April 10, 2019
,

As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your financial structure and tidy up where needed. Here’s a checklist of key considerations to help you get started. Lay a Balanced Investment Groundwork Does your…

Read More

Why Losses Hurt More than Gains Feel Good: Part 1. When 1 Doesn’t Equal 1

March 26, 2019
,

Written by Bruce Yates, Financial Advisor and Founding Shareholder Many investors assume that as long as they are right more times than they’re wrong, they will end up with good results. That is a logical assumption. If you buy three stocks in succession, for instance, and two of them produce big gains, and only one…

Read More

Don’t Retire; Just Stop Stressing

March 20, 2019
,

By Matt Boelter, Financial Advisor and Shareholder The post-retirement phase of your life is supposed to be a time when you embrace relaxation and reduce stress as much as possible.  It is an opportunity to enjoy life without the worries that the daily grind of work entails.  However, for many, working provides such structure and…

Read More

8 Mistakes to Avoid When Choosing a Financial or Tax Adviser

December 4, 2018

Written by Adriel Tam, CEO, and Bruce Yates, Financial Advisor. Original article posted on Market Watch here.

Read More

Concentrated Stock Positions Series, Part 2: Restricted Stock Units (RSUs)

December 3, 2018
, ,

Written by Marcus Dusenbury, Financial Advisor So you just got restricted stock from your employer . . . now what? Restricted Stock Units (RSUs) have become an increasingly popular corporate benefit over the past decade.  Companies recognize that their stock can effectively attract and retain talented employees.  As part of a compensation package, therefore, your…

Read More

Get In Touch

Share On Social Media