Upgrading Your iPhone Really Costs $17K
A recent article in the New York Times, The True Cost of Upgrading Your iPhone, discusses the opportunity cost of
Economic Update November 2021
It’s that time again – let’s take a look at where our economy is at the end of the year
What Issues Should I Consider Before the End of the Year?
The end of the year is 6 weeks away. When it comes to your financials, there are some important things
Step Seven – Build
This is the truly exciting step in your financial plan – You start to build your processes and portfolio to
Step Six – Strategy
Join Dave and Nick as they explain the Strategy step of the Strategic Reliable Blueprint process for your financial success
Step Five – Organization
Amy Gauden joins Nick and Dave to review the Organization step in our Stratetic Reliable Blueprint process. Watch on YouTube
Step Four – Obstacles
Join Nick and Dave as they continue their podcast series on each step of the Strategic Reliable Blueprint. If you
ESG Investing + Webinar
We are very excited about this quarter’s client webinar: ESG Investing 101 featuring Professor Apollo D. Lupescu from Dimensional Fund
Step Three – Vision
VISION is the third step in our Strategic Reliable Blueprint process we walk every one of our clients through. If
Step Two – The Foundation Meeting
The Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through.