April 2020 Update Has it only been a month since our last update? It feels like several decades have passed. The sheer volume of information we’ve received and amount of change that has occurred since the beginning of March 2020 has easily outstripped what we would...
Happy Lunar New Year! If you’re a regular reader, you already know that some of the team got together at the end of January to retreat and discuss what we did in 2018 and what we’re hoping to do in 2019. Our annual executive retreat, facilitated by the fabulous...
Given the sheer number of articles, 10 point lists, podcasts, and even books out there on the subject, it’s time to face the truth: choosing a financial advisor is hard. We are asked all kinds of questions in many different ways that all boil down to the same...
In December and January, we talked quite a bit about the perils of uncertainty and how to deal with them. Then – BAM – the February market came and showed us just what uncertainty looks like. So basically, our publishing schedule is a month or two ahead¹....
