facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

Fresh content to help you continue 

making great financial decisions

Be the First to Receive Updates


The Gap and the Gain Thumbnail

The Gap and the Gain

A group of our advisors recently read The Gap and the Gain, by Dan Sullivan and Dr. Benjamin Hardy. It’s a short book with a simple, powerful message: Instead of focusing on how far away I am from where I want to be (The Gap), I should focus on how far I have come from where I started (The Gain).

Read More
Protecting Your Financial Life Thumbnail

Protecting Your Financial Life

We have seen an increasing number of our clients encounter attempts at scamming them out of money. As your team of advisors, we care deeply about your financial security. When scammers succeed, it is often by getting someone to act quickly before having the chance to think about what is being asked of them. Our hope is that promoting awareness will help our clients recognize any tricks before it’s too late.

Read More
Will Vehicle Prices (Ever) Come Down? Thumbnail

Will Vehicle Prices (Ever) Come Down?

I bought my trusty 2007 Toyota Yaris in October 2012 for $9,300 with 32,000 miles on it. Today, it has 114,000 miles--plenty of life left to live. While I have intended several times in the past to replace the vehicle for one that will better accommodate a family with five young children, the process has not quite gone according to plan.

Read More
Through Thick and Thin Thumbnail

Through Thick and Thin

There are about 253 stock market trading days per year. Over 20 years, that equates to 5,060 trading days. If you missed the 10 best days out of those 5,060, you only missed 0.2% of all the trading days (one-fifth of one percent), yet your returns would have been reduced by over 50%.

Read More
When Inflation Gets Personal Thumbnail

When Inflation Gets Personal

The Colby family van (affectionately called “the Party Bus”) was recently totaled in a car accident. Thankfully, there were no major injuries to the passengers, but it was a complete wreck of an excellent motor carriage that had faithfully transported my family 130,000+ miles over the past eight years. Once the shock of the accident had worn off, I began the disheartening task of finding a replacement.

Read More
Being Greedy When Others Are Fearful Thumbnail

Being Greedy When Others Are Fearful

tl;dr version: Americans are very pessimistic right now. This is a contrarian indicator. Stocks have an 84% chance of being higher 12 months from now. It might take some time, but forward-looking return prospects are good when folks are discouraged. The average 12-month forward return in past instances like this is +15%.

Read More