Creating a Lasting Legacy Through Thoughtful Planning

Summary Description / Primary Role We are seeking an Associate Financial Planner to join our growing team.  If you are a CFP® certificant, or would like to become one, this might be a good fit for you. This role will… Read Now >>

With the weather warming up across the country many articles have surfaced on ways to boost your health & fitness to get you into shape for the summer. It’s been said that “health is wealth”. Well, I want you to be… Read Now >>

People like to call this time of year either March Madness or April Fools. From our experience, it’s more fitting to call it March Momentum and April Rules. With college basketball in a frenzy and a Shark Tank far from… Read Now >>

This past week I had the privilege of seeing Mark Cuban (think Shark Tank and Billionaire owner of the Dallas Mavericks) and Mark Burnett (Producer to 11 Television Shows including Survivor, Shark Tank and The Voice) at the USC Marshall School… Read Now >>

Are you a college basketball fan? Have you been watching any of the games during March Madness? I have been paying a bit more attention this year because my Wisconsin Badgers are a #1 seed and have made it to the… Read Now >>

On Investing I know of no way to reliably predict market movements. For the great majority of investors, however, who can – and should – invest with a multi-decade horizon, quotational declines are unimportant. Their focus should remain fixed on… Read Now >>

2015 is not a leap year but from an investors standpoint there is no better person to look ahead (or go back in investing time) with than Warren Buffett. His annual letter was released this past weekend and because we feel it so important… Read Now >>

How did the first month of 2015 go for you? Are you on track to reach your goals? Despite Seattle losing in the Superbowl, we wanted to share with you Coach Pete Carroll’s team rules as they are very similar… Read Now >>