We have a new CFP® Professional

We are proud to announce that Lia Bertelson has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification requirements. CFP Board is a nonprofit certification organization with a mission to benefit
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Consider writing an ethical will

Over the holidays, consider writing an ethical will for those you love. If you are like me, this month will be busy for you.  At my house, we are buying gifts, mailing holiday cards, preparing our home for guests, decorating, and grocery shopping.  My wife, Kerry, and I are also
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What does it mean when the yield curve inverts?

If you watch or listen to market news, you have likely heard analysts mention the flattening of the yield curve, or the possibility of yield curve inversion, as a harbinger of economic recession.  It is true that an inverted yield curve has preceded every post-war recession in the U.S., and
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Debt cycles impact all of us.

I was recently alerted to Ray Dalio’s new book, Big Debt Crises, while listening to an interview of him done by Barry Ritholtz.  Listen to it here.  Free PDF of the book here. Ray founded one of the world’s largest hedge funds, Bridgewater Associates.  In recent years, Ray has written
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What has happened since September, and what we are doing for our clients.

We are nine weeks into a correction that began in mid-September.  Since that time, major stock indexes have lost all the year’s gains and then some.  Fixed income markets have also declined. We know that markets go up and down.  When they go down, it really helps when your adviser
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We are grateful

As we celebrate Thanksgiving with our families this week, we are taking a moment to share with you something that we are especially thankful for this year. You, as our valued client, are always at the top of our list. We would love to know what you are most grateful
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Buying stocks when prices are high

“…the risk of paying too high a price for good-quality stocks – while a real one – is not the chief hazard confronting the average buyer of securities.  Observation over many years has taught us that the chief losses to investors come from the purchase of low-quality securities at times of favorable
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Riskalyze Introduces GPA

Our investment management clients know that we use Riskalyze to help us quantify their risk tolerance as well as the risk in their investment portfolios.  Riskalyze now has a new feature called GPA, which measures the efficiency in a portfolio– how much return is achieved per unit of risk.  Please
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