The dangers of generic money advice

Everyday we’re inundated with messages from the media about how to invest, how to save and what to do with our money. But is that advice best for your financial situation? Keep in mind, the media creates stories to get your attention so you’ll stay tuned through commercials or see ads online. All that glitters …

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 …

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 …

2018 1st 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 first quarter of 2018. Guest host: Steffan Dye