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Insights & News

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10

February 10, 2023

Straight Teeth and Smart Investing – Short-term Pain, Long-term Gain

What do straight teeth and smart investing have in common? Both require a bit of discomfort before you see the benefit.

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8

January 8, 2023

A Recession is Coming – 8 Things to do Right Now!

There are many things regarding a potential economic downturn that we can control and others that are outside of our control. Here are eight things that you do have control over.

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14

December 14, 2022

A Yuka App for Your Investment Portfolio

Have you heard of the Yuka app that grades your food and cosmetics? It would be nice to have one for our investment portfolios as well as our consumer products!

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6

November 6, 2022

Health Savings Accounts: A Hidden Gem

We’re singing praises of the Health Savings Account (HSA)! With tax rates rising, this simple account has many advantages that can benefit you now and in the future.

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19

September 19, 2022

Letter to Clients

In this letter , we attempt to calm the nerves of our clients. Although most say they’re OK, we are always concerned about anyone losing sleep over short-term paper losses in their portfolios.

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7

September 7, 2022

What is a Fiduciary, and Why is it Important?

Arguably the most important decision when selecting a financial advisor is also the most misunderstood.

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