Client Corner

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

11/02/18

When times of uncertainty enter the market it is vital to remember that the fundamental value of a stock is based on future cash flow…that is profit, discounted to present

10/12/18

And just like that, we’re wondering if it’s finally here. We’ve been talking about the next big market decline for so long now, it’s begun to feel like crying wolf.

10/04/18

One of the key questions we ask clients before investing is, “how will you measure success”? The answer to this question helps create a powerful decision-making map and review process