Client Corner

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

08/29/18

Most of our clients who have life insurance typically have some form of term life insurance. We generally find term life helps execute most financial plans at the lowest cost.

06/22/18

As a citizen of the United States of America, we celebrate Independence Day to remember the adoption of the Declaration of Independence on July 4th, 1776, which declared the 13

04/03/18

How the Birth Rate affects economic growth At my families Thanksgiving dinner I was having a conversation about reading old books with my uncle, who recently received from an estate