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2018 3rd Quarter market outlook

A conflict free unbiased view on how we see economic fundamentals and the stock market coming together to drive our portfolio decisions. An inside look on how we do what we do for the third quarter of 2018. Guest host: Steffan Dye

Avoid extreme saving, why you want a balanced plan

Have you known people to live on the edge of financial extremes? A recent college grad paid off $150,000 in student loan debt within the first three years working by never eating out, no vacations and living in his parent’s basement. A happily married couple retired before the age of 40 by going vegan, composting …

College savings plan: Pay you first

Student loan debt crossed the trillion-dollar mark in 2014, becoming the second largest sector of household debt behind mortgages. Two-thirds of college graduates leave school with student loan debt. Parents want their children to enjoy a lifestyle greater than their own, so what can you do to make sure that happens? One answer may surprise …

Financial unrest – don’t throw away your plan

Before writing this article, I searched financial unrest to see what was written on this topic and nothing even closely related to this serious financial condition came up. It seems that somehow no one talks about this and it is one of the most dangerous financial times any of us will ever experience. There are …

Invest at your own speed

Steak? Salad? Low fat? Low carb? Everyone has their own dietary preferences and beliefs. They enjoy what they enjoy and believe what they believe (no matter how wrong some of them may be!) Investors also have individual preferences. Gamblers love the thrill of investing. They do not enjoy a disciplined, programmatic investment strategy. They might like the results, i.e. …

Prime Now test – ready for grocery delivery?

Amazon purchased Whole Foods for $13.7 billion in 2017. Since the purchase, changes at Whole Foods have reshaped the shopping experience once enjoyed by many at this largely organic, high-quality grocery store chain. Price cuts in the range of 50% on commonly purchased items like avocados, eggs, fish and fruit echo loudly as the competition …

Inflation and earning power

Quite often, many people get motivated to plan for retirement too late. They walk into our office a few years before retirement as the first real deep dive towards figuring out how they can retire. Those who are engineers come in with homemade spreadsheets to project their financial future. Successful salespeople stroll in spinning stories …

Nonprofits, tax reform + hard times

Listen as we discuss why giving is more important than ever: the impact of tax reform on giving, nonprofit operations – an inside look and the role of nonprofits in our community. Guest host: Heather Allen, President + CEO of Halo Animal Rescue

What matters in investing: returns you can eat

When you’re hungry, the only thing you really care about is what you can eat. Investing is like eating in that there is only one thing to care about – “returns you can eat.” Let me explain. You may have heard of this quote from Robert Kiyosaki, “it is not what you make, it is …

Real estate investing for income

It’s not uncommon for clients at or near retirement to own several pieces of either commercial or residential real estate that are being rented out for income to help create a nice return for their total investment portfolios. The question is – what is right and best to create income – especially at or near …