Our Investment Philosophy
Dealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows
American Rescue Plan
Last week, the government passed the American Rescue Plan, which provided the third round of stimulus payments. This also includes
How Does A Roth IRA Work?
A Roth Individual Retirement Account (IRA) allows you to put money away long-term. If you follow the rules, your distributions
Lessons From a Year with Covid
How has the economy been impacted by Covid in the last twelve months? It’s been 12 months since the markets
Investing in New Industries
How do you make educated guesses on investing in new industries and which ones are going to pay off? In
Changing for Good Book Club
For our book club, Amy, Jeff, Nick, and I have been reading Changing for Good by James Proshaska, John Norcross,
Charitable Giving Strategies
For many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe
Quarterly Market Commentary
Join Dave Shotwell and Nick Nauta as they discuss the current financial climate and the 4th quarter of 2020. The
What to do with Stimulus Money
Lately, we’ve had a few discussions with clients centered around their stimulus money and what they should do with it.
Cyber Security Presentation from Doberman Technologies
Last week, Ian Richardson from Doberman Technologies presented a webinar for our clients on how to think about personal cybersecurity,