Microsoft 401k BrokerageLink

Within the Microsoft 401(k) Plan, you have the ability substantially increase your number of investment options by utilizing BrokerageLink. The following video explains a number of the details more in depth.  Contact us to learn more about utilizing Microsoft’s BrokerageLink within your Microsoft 401(k) Plan. This video is for illustrative purposes only. Individual situations may […]

Posted by Lars Phillips on June 12, 2017

The News Keeps Getting Worse For Actively Managed Funds

Jordan Edwards, CFA, CFP® | May 16, 2017 It’s been over 40 years since John Bogle created the first index mutual fund. His common sense explanation that investors in aggregate will earn the return of the market minus the expenses they pay has revolutionized the industry. While low-cost index funds have exploded in popularity in recent […]

Posted by Carly Atkins on May 16, 2017

Do You Really Know Your Advisor?

Luellen Lockwood, MBA, CPA, EA | April 25, 2017 In this age of non-stop information available on the internet, we have become experienced researchers on everything from buying a new car to our next espresso machine.  But, do we take the time to check out every detail on the firm who is going to invest and […]

Posted by Carly Atkins on April 25, 2017

Is Your Advisor a Fiduciary?

Taylor Drake | April 5, 2017 FIDUCIARY || Fə-ˈdü-shē-ˌer-ē With the proposed Department of Labor (DOL) Fiduciary Rule originally scheduled to take effect on April 10th this year, we have received a few inquiries asking (1) if we are fiduciaries, and (2) what the rule means for our clients and the industry as a whole. Let’s […]

Posted by Carly Atkins on April 5, 2017

The Real COST of Procrastination

Nicholas Wright | February 15, 2017 We find it so easy to delay things that aren’t front of mind. These tasks seem so far away, we can always convince ourselves we will “get to that later.” Procrastination or putting these items off until the last minute may have worked on your college papers or even […]

Posted by Lars Phillips on February 14, 2017

6 Predictions To Bank On For 2017

Lars Phillips, CFA | January 15, 2017 It’s that time of the year again when the investment media likes to publish articles with their predictions for the coming year. Not wanting to be left out, we thought it was time for us to jump on the bandwagon and go out on a limb. Without further […]

Posted by Lars Phillips on January 15, 2017

There is no “I” in Team

Dave Welty, CFP® | December 15, 2016 I am a huge proponent of the team concept.  Rarely are individual efforts greater than those of the team that surrounds them. This is true in many aspects of our daily lives. I find that when my wife Katherine and I work as a team, the outcome is […]

Posted by Lars Phillips on December 15, 2016

Avoiding a Mountain of Fees

Steve Zeller | November 15, 2016 “In every walk with nature one receives far more than he seeks.” – John Muir During the summer months, enjoying the beautiful weather, my thoughts often drift to the mountains. Hiking is my passion and I plan on doing a lot more of it once I retire from my […]

Posted by Lars Phillips on November 15, 2016

Know Thyself

Shalina Martos, CFP® | October 15, 2016 Are you aware of how you make investment decisions? Are you an analyzer, researching until the sun comes up? Are you someone who buys an item on the spot, no research involved? Knowing how you make decisions, and the emotions that go along with them, is a very […]

Posted by Lars Phillips on October 15, 2016

Are You and Your Significant Other Prepared?

Luellen Lockwood, MBA, CPA, EA | September 15, 2016 Here we are at the beginning of September and it’s “back to school” time. As we work to put our children in the best possible position to be well-prepared and successful students, we need to do the same for ourselves and our spouses or significant others. […]

Posted by Lars Phillips on September 15, 2016

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