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.
The Game Stop Problem
For the last few days, all the talk in the finance world has centered around a company called Game Stop.
Cybersecurity: Keeping Your Financial Information Safe
Nick and Dave talk with Ian Richardson, owner of Doberman Technologies about personal and business cybersecurity practices that everyone should
Understanding Required Minimum Distributions
Breaking down the deal with Required Minimum Distributions. After you turn 72 years old, you will need to take a
The Steps for Starting a Budget
Are you committed to starting a budget? Budgeting is like dieting. Most of us aren’t good at it. Our brains
The Snowball Strategy for Getting Out of Debt
Is getting out of debt your goal for 2021? At the start of the new year, resolutions are on people’s
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
Life Planning is Financial Planning Done Right
Life Planning is a personal approach to financial planning that starts with a conversation about your life goals and dreams.