The PSO Perspective
The PSO Group
Relationships matter
September 30, 2022 - Kristi OwensWe 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 moreHope is not a strategy
October 17, 2022 - Kristi OwensHope 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 moreDesign - Build - Test
January 20, 2023 - Kristi Owens“If I decide to work with you, how would you invest my money?” We hear this question a lot. Our answer is simple: “We never build a home without a blueprint”.
Read morePrepare for the unexpected
October 31, 2022 - Kristi OwensWealth 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 moreLegacy of love
February 14, 2023 - Kristi OwensPeople believe you have to have wealth to leave a legacy. Money does not define your legacy. Your legacy is simply the footprint you leave behind after you leave this earth.
Read moreDon't mess with Mother Nature
November 30, 2022 - Kristi OwensSeasons 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 moreTime to turn the page
December 30, 2022 - Kristi OwensAs 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 moreWine and Wealth
November 17, 2023 - Kristi OwensBuilding a personalized investment portfolio is a lot like selecting the right wine. Both require asking the right questions, understanding the basic characteristics of your choices, and asking for professional advice to ensure a successful outcome.
Read moreChoose the right club
March 1, 2024 - Kristi OwensBuilding purpose-driven wealth is much like anything worth doing. Define your goal. Develop your plan. Select the right tool for the job. Financial tools include stocks, bonds, and cash. Golf requires different tools...let's choose the right club.
Read moreFinancial Landscapes
September 1, 2024 - Kristi OwensChanging seasons bring patterns very similar to markets and portfolios. Trees don't grow to the sky without transitions along the way.
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