Addiction: Asset Class

By: Jamie B. Ostrander

In the collective 90+ years of professional experience our WealthCoach team has witnessed investors suffering from asset class addiction. In some cases, an investor can find success early in a single asset class, and it spoils their...

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Tortoise & the Hare

Racing to Retirement Savings

By: Robert DeVries

We all know the old adage, slow and steady wins the race. But is it true when it comes to retirement savings? Are you better off by saving earlier, much like a tortoise,...

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Five Things for Five Stages of Wealth

Stage 1 – Young Adulthood

By: Tom Kirk Your financial journey begins! You have a great job in your chosen field and are getting used to the regular paychecks that are part of the rhythm of your work life. You notice...

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The Best Portfolio

By: Jamie Ostrander Billy Crystal plays the leading character Mitch from the 1991 movie City Slickers. In the film Mitch asks a gruff old cowboy character named Curly; “What is the meaning of life?”. Curly simply holds up his index finger...

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