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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Financial Planning is About Your Life, Not Your Account Balance

  • April 14th, 2021

2021 – 04/14 What comes to mind when you hear the term financial planning? For many people the idea of financial planning comes with lots of baggage. The term may bring to mind investments, budgets, cash flow planning or unfamiliar financial jargon. Maybe you imagine sitting and pouring over piles of paper representing your financial…

Should You Invest When the Market is High?

  • April 12th, 2021

2021 – 04/12 by Kent Schmidgall, Wealth Advisor Concerns about market downturns certainly come as no surprise. After all, steep corrections and crashes can be disconcerting for even the most steely and disciplined investors. What has been surprising to me, however, is the number of inquiries I have received over the years raising concerns about…

Semantic Satiation in Investing

  • April 9th, 2021

2021 – 04/09 by Zach Novak, CFP Semantic satiation is a psychological phenomenon in which repetition causes a word or phrase to temporarily lose meaning for the listener, who then perceives the speech as repeated, meaningless sounds. Let’s make a quick example using the word “bowl.” If you say “bowl” one time aloud, there’s going…

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