Our Current Thoughts

Market Outlook 2020 Webinar

On February 11, 2020, we launched our first quarterly webinar, Market Outlook 2020, featuring Eric Snively from American Funds.

Watch for details about our next webinar coming in the second quarter of 2020.


Asset Diversification in 2020

This article provides great information on the importance of asset diversification. We plan to bring in an industry expert to discuss the Market Outlook for 2020. Be on the lookout for further details.


What to Do If Your Identity Has Been Stolen

Making sure your personal information is secure should always be top of mind. This article gives some good tips on how to keep your personal information safe along with what to do should your identity be stolen. In today’s world, take the time to make sure you are taking the right steps to keep your personal data from falling into the wrong hands.


4 Things You Should Do When Your Child Turns 18

As kids head off to college this month, please realize that once your child turns 18, it is important to have a Medical Power of Attorney in place. This article gives some great information about the Medical Power of Attorney and other items you might want to consider for your 18+ year old. While they may still a child in your eyes, they are considered adults in the eyes of the law. Will you be able to help your college-age child in a medical emergency? Without a MPoA, the answer is likely NO. Make sure you are prepared.


What Asset Diversification Looks Like, In One Chart

After a 10 year bull market in stocks, it is even more prudent than ever to be diversified. It is easy to assume that you won’t be bothered by the next bear market when it hits, but when the storm rolls in, emotion often takes over. Emotional decisions in investing can be portfolio/goal killers. This article does a nice job of explaining the reasons why. Feel free to reach out to me at any time to discuss or if I can help in any way.