Blog

FIRE up!

by Robert DeVries

Could you learn a thing or two from a millennial?

Millennials have gotten a bad rap.  Millennials are generally described as those born in the late 1980 and 90s to baby boomer parents.  Now adults,...

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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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