Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

christmas decorations

Time to turn the page

Dec 30, 2022 |Kristi Owens

As we pack up 2022 and look forward to 2023, I am thankful for all the blessings in my life, and excited to see what the New Year will bring. Keep your mind open, and keep your heart kind. Happy New Year.

Read more

Picture of beach after a storm

Don't mess with Mother Nature

Nov 30, 2022 |Kristi Owens

Seasons change, storms happen, but the cycle of life persists. When volatile times create extreme conditions, be patient for the weather to calm, and balance to return.

Read more

bike trail unknowns

Prepare for the unexpected

Oct 31, 2022 |Kristi Owens

Wealth planning is important in reaching your goals. But we all know that life throws us curves throughout our journey, and how well we prepared for those unexpected detours will determine how safely we reach the end of our journey and our goals.

Read more

Advisor strategizing with clients

Hope is not a strategy

Oct 17, 2022 |Kristi Owens

Hope is not a strategy. Being a wealth creator is not easy…it takes unbelievable discipline, determination, and resolve. We believe that for all important financial decisions, you should adopt a design-build-test approach.

Read more

The PSO Group Image

Relationships matter

Sep 30, 2022 |Kristi Owens

We are always looking for more ways to connect and communicate with our client families, and today we are excited to launch our team blog, The PSO Perspective.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields