Investment Real Estate and Rental Properties
Investment Real Estate and Rental Properties – Is it a good idea or not? Join Dave and Nick as they
Is Bitcoin an Investment?
Cryptocurrency, and Bitcoin, in particular, have been a hot topic of conversation in the world of finance. Since we get
Estate Planning Basics with Special Guest Molly Petitjean
On this week’s edition of the Kitchen Table Podcast, Nick and I interviewed Molly Petitjean, an estate planning attorney with
Our Investment Philosophy
Dealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows
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
Investing in New Industries
How do you make educated guesses on investing in new industries and which ones are going to pay off? In
Charitable Giving Strategies
For many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe
Prediction Season!
It’s that time of year: Prediction Season! Along with new year’s resolutions, it’s time for economists and money managers to
Why We Don’t Recommend Individual Stocks
Frequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand
Types of Financial Planning Companies
This article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial