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Investing In New Industries

Investing in New Industries

David Shotwell

How do you make educated guesses on investing in new industries and which ones are going to pay off? In the early fall of 2019, I got an email from a client asking whether Beyond Meat, a young company in the new “meat alternative industry,” was a good investment opportunity for her. The stock was […]

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Changing For Good Book Club

Changing for Good Book Club

David Shotwell

For our book club, Amy, Jeff, Nick, and I have been reading Changing for Good by James Proshaska, John Norcross, and Carlo DiClemente. This book was first brought to my attention by one of my instructors at Kansas State, Dr. Megan Lurtz, who wrote an article about how to apply the book’s teachings to the […]

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Charitable Giving Strategies

Charitable Giving Strategies

David Shotwell

For many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe can be a very rewarding goal. Traditionally, the tax code has supported charitable giving and encouraged Americans to be generous with their support of non-profit organizations. The tax law changed in 2018, increasing the standard […]

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Quarterly Market Commentary

Quarterly Market Commentary

David Shotwell

Join Dave Shotwell and Nick Nauta as they discuss the current financial climate and the 4th quarter of 2020. The main investment lesson for 2020 was to stay invested as much as possible. In January 2020, our main concerns were the impact of a trade war with China and the upcoming election. What if we […]

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What To Do With Stimulus Money

What to do with Stimulus Money

David Shotwell

Lately, we’ve had a few discussions with clients centered around their stimulus money and what they should do with it. While most people expect a pretty cut and dry answer from financial planners, these conversations have led to some interesting philosophical discussions around why the stimulus checks were necessary, whether they were deserved or needed, […]

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Cyber Security Presentation from Doberman Technologies

David Shotwell

Last week, Ian Richardson from Doberman Technologies presented a webinar for our clients on how to think about personal cybersecurity, and with tips and best practices to stay safe online. You can check out a recording of his presentation below:          

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The Game Stop Problem

The Game Stop Problem

David Shotwell

For the last few days, all the talk in the finance world has centered around a company called Game Stop. We’ve been fielding a lot of questions about what has been going on, and what it means for the economy and the markets. Game Stop is a chain of retail stores that buys and sells […]

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Cybersecurity Keeping Your Financial Information Safe

Cybersecurity: Keeping Your Financial Information Safe

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Nick and Dave talk with Ian Richardson, owner of Doberman Technologies about personal and business cybersecurity practices that everyone should be doing. Ian has an extensive background in IT security and is licenses in Microsoft and Sysco systems. He started Doberman Technologies 15 years ago to help out small businesses and individuals obtain crucial practices and […]

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Starting A Budget

The Steps for Starting a Budget

David Shotwell

Are you committed to starting a budget? Budgeting is like dieting. Most of us aren’t good at it. Our brains are wired for instant gratification, not delayed consumption. Making people think about such things can be an uncomfortable part of being a financial planner. I must confess that budgeting does NOT come easily to me. […]

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