INSIGHTS & BLOG

Stay up to date with current trends and information.

Don’t let the Stock Market Spook You!

I hope everyone had a Happy Halloween with plenty of ghosts, goblins, superheroes and princesses ringing your doorbell for trick or treats!  This time of year always makes me think about what scares me. We all react to fear differently and we all have unique fears...

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Noise to Signal and Successful Investing

In the 1960’s, the US was in the midst of the space race.  Russia launched Sputnik in 1957, the first satellite that shocked America.  President Eisenhower responded by speeding up the US space program and in 1961 President Kennedy declared the American national space...

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Who Is Your Guide?

Think about the difference by this example: Suppose you are really excited to be going on a hike in Colorado, you hire a “guide” to help you navigate your way.  When you arrive at the start of the hike, you have two options for guides: Guide 1 states, “Great to meet...

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The Future Has Arrived

The Future Has Arrived... Think back to 1980, we had stockbrokers, account executives; financial planners were non-existent.  Today, having a financial planner on your team is the standard. I believe in 10-15 years, having a “Life Planner” or “Relational Planner” or...

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The three most Important forms of “Value”?

We Can Create Value... We can create value in the lives of the people we interact with. There are three primary forms of value we can provide: Financial, Intellectual and Relational. Financial Value – The ability to compete on financial terms (i.e. price). As an...

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What does being “Client-Centric” mean?

The words or phrase "client-centric" The words or phrase "client-centric" is not found in the Webster Dictionary database; however, when you Google "What does Client-Centric mean?" numerous thoughts come to mind. Or maybe this is the first time you have heard the...

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