Client Corner

06/27/20

Independence Day is approaching us, which means I get to share stories about our founding fathers that I believe most Americans have…

04/06/20

This article was taken from corporate accountant Julie Young at Simplified Accounting. She has put together a very nice summary piece…

04/01/20

Back to the Basics – Principles of Financial Success When in the midst of any “crisis” it is very important to remember the basics. Over…

11/07/19

Can you think of who is the largest company in the world? Most investors have a general understanding of who they are. As of this writing, the most valuable companies

09/03/19

A couple of weeks ago my family and I went on our annual vacation to my families cabin in Canada. It is by far my favorite place to be, especially

08/15/19

‘Real Risk’ to us takes two basic forms: The RISK of permanent loss of capital The RISK of inadequate return relative to your planning needs If you invest money for

06/25/19

One of my favorite topics to research, learn, and talk about is the founding of the United States of America. I have the highest respect for our founding fathers. Collectively,

03/25/19

A client recently asked me how I felt about a top 10 mutual fund list, which shows the top performing mutual funds from a 1, 3, 5 or 10-year periods.

11/20/18

Earlier this year, we started working with a new outside strategic advisor, Josh Rochon. Josh works as an Advisor for Fourth Dimension Financial in Perrysburg, OH and utilizes Evergreen Wealth