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.

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.

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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.

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