Video: The Importance of Financial Goals

These are the obstacles we all face in trying to achieve our financial goals:


Quarterly Perspective - Vol. 26 No. 2

Spring 2019

A Goldilocks Economy  Will Williams
Recession Rumblings  Brian Christensen, CFA
Beware of Phishing  Jeremy Hanshaw

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The Ins and Outs of Online Banking

In a few short years, it seems as though the banking industry has revolutionized. It is now easier (and more convenient than ever) to tend to your banking needs, all from the comforts of your pajamas. Gone are the notions of banking hours, and the never-ending lines when you want to deposit your paycheck.

Making Smart Social Security Decisions Is Harder Than You Might Think

You may have been told to start taking social security as soon as possible (when you reach age 62). Or that you can just keep right on working full time even as you collect. These are just two of the biggest Social Security misconceptions, and if you follow that advice it can end up costing you a lot.

When It Comes to Investing, Timing is NOT Everything

You’ve heard the saying that timing is everything? While that may hold true for matters of the heart, it’s actually terrible advice to follow when it comes to investing.

Crowdfunding for funerals is on the rise, but there are other options!

In today’s world, crowdfunding through sites like GoFundMe has become an amazing tool for tech startups, artists, gamers, and more, to launch their ideas and raise awareness for their products.

The 1% Change That Can Really Make a Difference

Sometimes small moves can yield big results. If you want to plan for a better, more secure retirement, start by increasing your 401(k) contribution by just 1%. You might be thinking that 1% can’t possibly make that much of a difference — but you’d be wrong.

Hey, Why Is My Mutual Fund Lagging That One?




Happy New Year...still.  Yeah, I’ll probably keep saying that until February.  Or until I get the letter from the home owner’s association that says I’ll be fined if I don’t take down the Christmas lights.

Yep…January.  Everyone likes a fresh start.  It’s the time of year when folks dig into their account statements…the brokerage, the IRAs, the 401k year enders.  

You might glance at how much you have, where the account started off the year, and the rate of return.  Hey, it’s no secret…the overall market, the S&P 500 was down in 2018…so there’s a pretty good chance, so was your account.

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