Posts Archive
Financial Planning
Our People are our Most Valuable Asset — Meet Matt Boelter, Financial Advisor & Shareholder
To read Matt’s complete bio click here
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Top 11 Ways to Prevent Fraud and Identity Theft
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…
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Is it time to change financial advisers?
Written by Adriel Tam, CEO and Founding Shareholder. The original article is published on MarketWatch. To read the full article, click here.
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Why Losses Hurt More than Gains Feel Good: Part 2. Implications for Different Investors
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…
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Financial Perspectives from a Professional Golfer
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…
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Spring Cleaning — Put Your Financial House in Order
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…
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Why Losses Hurt More than Gains Feel Good: Part 1. When 1 Doesn’t Equal 1
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…
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Don’t Retire; Just Stop Stressing
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
Written by Adriel Tam, CEO, and Bruce Yates, Financial Advisor. Original article posted on Market Watch here.
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Concentrated Stock Positions Series, Part 2: Restricted Stock Units (RSUs)
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…
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