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.

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Relationships matter

September 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.

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Hope is not a strategy

October 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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Prepare for the unexpected

October 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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