Importance of Periodic Client Review Meetings
Periodic client review meetings play a crucial role in achieving long-term success for both financial advisors and their clients. While clients may understandably feel these meetings are repetitive or routine, […]
Navigating the Roller Coaster of Investing
Investing can be a little bit like a roller coaster ride. Here are a few reminders to help investors relax during these turbulent times. Keep Your Eye on the Horizon […]
Navigating Election Season and the Markets
Welcome to the political season. While emotions and tensions typically run high during this time, we’ve been receiving questions about how this election season might impact the markets. My usual […]
Magic, Mind Reading and Investment Insights with Theron Schaub
What a great evening we had at our recent event with special guest Theron Schaub. His magic and mind reading are truly amazing. Theron even managed to weave in some […]
Investing in the New Year: Remain Disciplined and Stick with the Plan
While 2022 was a down year for markets, 2023 has started with a bang. As anyone with experience investing in the capital markets will tell you, we will have years […]
