by Jonas Lowery, CFP® | Nov 23, 2021 | Blog
As we approach Thanksgiving, and as we near the close of another calendar year, it’s a great time to think about how charitable giving might fit into your financial plan. While you might think of charitable planning as something only for the ultra-wealthy, there are...
by Joseph "Bo" Billeaud | Nov 5, 2021 | Blog
Chasing wa·ter·falls | \ ˈwȯ-tər-ˌfȯl (transitive verb) Definition 1 : pursuing an impossible dream Charlie Ellis is an investment consultant, and one of a handful of thinkers who are truly an individual investor’s best friend. The author of “Winning the Losers Game”...
by Montgomery Gossen | Sep 20, 2021 | Blog
Long-Term Care has become a focal point for both pre-retirees and retirees alike as health care costs and longevity continue to rise, presenting a twofold threat to a sound retirement. To help prepare, below is a link to a presentation I had the pleasure of delivering...
by Jonas Lowery, CFP® | Aug 23, 2021 | Blog
Several years ago, we formulated a few investment principles that defined our approach to the investment markets. In revisiting this particular flyer from years past, I was struck by just how relevant they continue to be. While our approach to investing has evolved,...
by Jonas Lowery, CFP® | Jul 27, 2021 | Blog
Diversification. Harry Markowitz (a Nobel Prize-winning Economist) called it “the only free lunch in investing”. Why, then, when clients ask if it’s wise to have multiple financial advisors, do we recommend against diversifying who is managing their portfolio? Here...
by Joseph "Bo" Billeaud | Jul 2, 2021 | Blog
The Importance of having a Long-Term Time Horizon “It is just appalling the nerve strain people put themselves under trying to buy something today and sell it tomorrow. It’s a small-win proposition. If you are a truly long-range investor, of which I am practically a...
