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How I Invest

What drives my investing? It’s understanding that investing is for the long-term. It’s not a race to capitalize on market fluctuations. I don’t try to beat the market or to strike it big on a few trades and call it good. What drives my investing is what drives me in life. I don’t invest for […]

Dave Welty, CFP® | April 7, 2021

NCAA Tournament Brackets and Investing

What if I told you I held the secret to creating a better than average NCAA bracket?  It’s March which means one thing – March Madness – and 2021 has left us no shortage of excitement or upsets. After 2 rounds of the NCAA Tournament, we approach the Sweet 16 which this year includes a […]

Lars Phillips, CFA, CFP® | March 26, 2021

My 50-Foot Commute

I’m sure many of you reading this can relate to the mixed emotions I have experienced over the last year while working from home. Recently, I have been reflecting on the challenges and newfound opportunities that I have seen as the result of the abrupt change to my daily routine, which began last March.  Over […]

Dave Welty, CFP® | March 10, 2021

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