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.
Erik Strid named a 2024 Forbes Best-In-State Wealth Advisor
CEO Erik Strid was ranked on Forbes' 2023 Best-In-State Wealth Advisors list.
Write Your Own Story
You are still the author of your own story, even if you’re not a financial expert.
Great Investors Understand True Value
To be a successful investor you should acknowledge that the economy is constantly innovating, constantly getting better, and constantly creating value and wealth.
Begin Again: Embracing the Season of Renewal
What lies ahead is a fresh opportunity to approach life differently, perhaps even better.
Searching for Fire
Happiness cannot be found out there; it can only be experienced right here and now.
Great Investors Love Dividends
To be a successful investor prioritize growing income, recognizing S&P 500 dividends' crucial role in outperforming stagnant alternatives like CDs and bonds.