We Help You Plan For The Future With Confidence

Most people dream about what they’ll do when they retire, but they don’t know how much money it will take to get there.  We use evidence-based investment strategies to help our clients prepare for the retirement of their dreams.


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The Joy of Being Wrong and the Danger of Desirability Bias

  • July 12th, 2021

2021 – 07/12 by Tim Maurer, CFP® “No one enjoys being wrong,” Daniel Kahneman told Adam Grant, who recounted their conversation during a recent interview, “but I do enjoy having been wrong, because it means I am now less wrong than I was before.” Grant describes Kahneman, the psychologist seen as the originator of and greatest…

Financial Planning and Identity Theft Prevention

  • July 9th, 2021

2021 – 07/09 by Kent Schmidgall, Wealth Advisor Sssssnap! That was the sound of the proverbial camel’s back breaking in September 2017, after Equifax announced a data breach that exposed the personal information of an astounding 147 million people. A steady drumbeat of data breaches had occurred prior to this time, yet nothing of the…

College Athletic Scholarships: How to Play the Game

  • July 7th, 2021

2021 – 07/07 by Jake Bleyenberg So, your kid is the next LeBron James or Megan Rapinoe. Congratulations, but this article isn’t for you, because your child is either going straight to the pros or is an elite athlete and will likely have many scholarship offers. You can skip the rest of this article and…

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