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Financial Tips, Reminders, & Updates for Investors

Good financial advice

Good Financial Advice

At its essence, good financial advice never goes out of style. Its principles are permanent: It should be brave and true, and meant for you. At the same time, good advice must remain relevant in an ever-changing world.

Latest

Good Financial Advice
Good Financial Advice

Do you still need a living, breathing financial advisor to get good financial advice?   In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment management tools, you may wonder...   You do. But with a twist....

Is the Debt Ceiling Bringing You Down?
Is the Debt Ceiling Bringing You Down?

So, what’s up with the U.S. debt ceiling? As potential threats loom large, we’re seeing articles in abundance, explaining where we’re at, how we got here, and what to expect next...   We share in your frustration over the maddening lack of resolution to date....

First Quarter Update
First Quarter Update

The “I’s” had it across the first quarter, as inflation and interest rates continued to dominate popular financial headlines. That is, at least, until the Silicon Valley Bank meltdown took over, followed by the government’s swift reaction to the same.   What...

Scott Fisher, CFP® Earns New Designation: BFA™
Scott Fisher, CFP® Earns New Designation: BFA™

Good news!   We are pleased to announce Senior Partner and Wealth Advisor Scott Fisher, CFP® has earned the Behavior Financial Advisor (BFA™) certification.   About the BFA™   To earn the BFA™ certification, financial advisors must complete two in-depth...

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Latest

Good Financial Advice
Good Financial Advice

Do you still need a living, breathing financial advisor to get good financial advice?   In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment management tools, you may wonder...   You do. But with a twist....

Is the Debt Ceiling Bringing You Down?
Is the Debt Ceiling Bringing You Down?

So, what’s up with the U.S. debt ceiling? As potential threats loom large, we’re seeing articles in abundance, explaining where we’re at, how we got here, and what to expect next...   We share in your frustration over the maddening lack of resolution to date....

First Quarter Update
First Quarter Update

The “I’s” had it across the first quarter, as inflation and interest rates continued to dominate popular financial headlines. That is, at least, until the Silicon Valley Bank meltdown took over, followed by the government’s swift reaction to the same.   What...

Scott Fisher, CFP® Earns New Designation: BFA™
Scott Fisher, CFP® Earns New Designation: BFA™

Good news!   We are pleased to announce Senior Partner and Wealth Advisor Scott Fisher, CFP® has earned the Behavior Financial Advisor (BFA™) certification.   About the BFA™   To earn the BFA™ certification, financial advisors must complete two in-depth...

Our Story

How it all began, where we are now, and our vision for the future.

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