Blog
Check out our blog to read our thoughts on the ever-changing world of capital markets, economic news, and wealth management. Our hope is that our insights give you the confidence you need to achieve your financial goals.
A Billion Seconds
We all think that the key to a great quality of life is to have Freedom of Money, and we dream of what it would be like to be a billionaire.
Great Investors Reflect at Mid-Year
Everything that happened (and didn’t happen) in the first half of 2023 turned out not to matter much. What mattered was that together we chose not to react.
Jumper
Dan Sullivan is a brilliant author and business coach, founder of the Strategic Coach program, and we credit much of the success of our firm to Dan’s wisdom, advice and guidance.
Great Investors Know America Is Alive and Well
It doesn’t take a detective to know that historically, stocks usually recover at the end of cycles during which the Federal Reserve has been hiking interest rates. The only mystery which remains is, will they, in fact, end this current cycle soon?
Great Investors Notice the Bear is not Growling
It doesn’t take a detective to know that historically, stocks usually recover at the end of cycles during which the Federal Reserve has been hiking interest rates. The only mystery which remains is, will they, in fact, end this current cycle soon?
Erik Strid named a 2023 Forbes Best-In-State Wealth Advisor
CEO Erik Strid was ranked on Forbes' 2023 Best-In-State Wealth Advisors list.