Articles Tagged as Client Corner

June 27, 2020

Independence Day is approaching us, which means I get to share stories about our founding fathers that I believe most Americans have either forgotten or never heard of before. 

My past articles:

What Do...

April 6, 2020

This article was taken from corporate accountant Julie Young at Simplified Accounting. She has put together a very nice summary piece about the Cares Act and how it relates to our clients.

Reach out to...

April 1, 2020

Back to the Basics – Principles of Financial Success

When in the midst of any “crisis” it is very important to remember the basics.  Over the past few weeks I have been thinking back over the investmen...

November 7, 2019

Saudi Aramco is in talks about going public. We talk about Saudi Aramcos' business.

September 3, 2019

A couple of weeks ago my family and I went on our annual vacation to my families cabin in Canada. It is by far my favorite place to be, especially in late July and early August. The cabin is on an isl...

August 15, 2019

‘Real Risk’ to us takes two basic forms:

  • The RISK of permanent loss of capital

  • The RISK of inadequate return relative to your planning needs

If you invest money for the future and need to us...

June 25, 2019

One of my favorite topics to research, learn, and talk about is the founding of the United States of America. I have the highest respect for our founding fathers. Collectively, they put together what...

March 25, 2019

A client recently asked me how I felt about a top 10 mutual fund list, which shows the top performing mutual funds from a 1, 3, 5 or 10-year periods. I said, “For the most part, they are meaningless.”...

November 20, 2018

Earlier this year, we started working with a new outside strategic advisor, Josh Rochon.  Josh works as an Advisor for Fourth Dimension Financial in Perrysburg, OH and utilizes Evergreen Wealth Manage...

November 2, 2018

When times of uncertainty enter the market it is vital to remember that the fundamental value of a stock is based on future cash flow…that is profit, discounted to present value. Therefore, the stock...

October 12, 2018

And just like that, we’re wondering if it’s finally here. We’ve been talking about the next big market decline for so long now, it’s begun to feel like crying wolf. Ten years removed from the last rec...

October 4, 2018

One of the key questions we ask clients before investing is, “how will you measure success”? The answer to this question helps create a powerful decision-making map and review process for the advisor...

An Affordable Insurance Solution

Most of our clients who have life insurance typically have some form of term life insurance. We generally find term life helps execute most financial plans at the lowes...

June 22, 2018

As a citizen of the United States of America, we celebrate Independence Day to remember the adoption of the Declaration of Independence on July 4th, 1776, which declared the 13 united colonies free fr...

April 3, 2018

Impact of a Shrinking Population Part 1 - How the Birth Rate affects economic growth

At my families Thanksgiving dinner I was having a conversation about reading old books with my uncle, who recently r...

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