Blog

2019 Will Be an Interest-ing Year

In 2017, the Dow Jones Industrial Average (comprised of 30 companies) was up over 5,000 points, and added another 1,300 points in January, 2018. By the end of 2018 it had fallen 3,400 points from its highs.  Yet the US...

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The Greatest Gift

by Jamie Ostrander

Failure… a box office flop. It wasn’t his first film, as a matter of fact, this big budget film was thought to be Frank Capra’s opus, a chance to make “his” film. The original title The Greatest Gift was...

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Oh the Places You’ll Go!

Where will the freedom of time and money take you in retirement?

by Robert DeVries

When we meet with clients and talk about financial goals, one that often comes up is travel. Many have a plan to travel more once they...

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How to Best Leave Your Money to Your Children

by Tom Kirk

Trusts Offer Options for Protecting Legacy Assets

I was just visiting with an entrepreneurial friend of mine and the topic of estate planning came up. He mentioned to me that he just updated his estate documents to...

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Do You Know How Your Parents Are Doing?

by Laura Chiesman

Use upcoming family gatherings to find out

We are approaching a time of year where families gather more than usual. There is often a lot of action and noise but hopefully there are also quiet...

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