Aug 2020

Expect the Best, But Plan for the Worst

By Cheryl Langston, CFP®

Earlier this summer, a family friend was involved in an accident, which required emergency surgery. His family was not close and he had no estate planning documents.

Aug 2020

International Equity — Are the Glaciers Melting?

By Dan Trosch, CFA®

Investors have waited over 11 years for international stocks to take the lead from U.S. stocks. While the shift is occurring at a glacial pace for long-term investors, waiting for change is not an appropriate strategy.

May 2020

Multitasking Meets Its Match

By Matt Cohen, CFP®, CIMA®

For most of my professional career — and adult life for that matter — the ability to deftly juggle multiple tasks at once was a skill set I was quite proud of.

May 2020

Release The Panic

By Rick Gibson, CFP®

We are in the midst of odd times, which become stranger by the day. I have been working from home for about two weeks now with no gym, no sports, and no new faces.

May 2020

COVID-19 Presents New Opportunities for Scammers

By Angela Baker, JD, CFP®, CLTC, CASL®, RICP®

As we all deal with the new reality around the COVID-19 virus, the requirement to maintain “social distancing” has presented scammers with yet more opportunities to take financial advantage of people.

May 2020

Gimme Some Truth

By Kristan L. Anderson, CEBS, CFP®

Back in August 2016, I wrote an article in this newsletter about Generation X, my generation.

Feb 2020

Once in a Lifetime

By Kristan L. Anderson, CEBS, CFP®

I have a confession to make. I didn’t save enough to send my daughter to the college of her dreams.