Spotlight Videos

Here’s a sample of some of our team's chats. Sometimes they talk goal setting (their favorite topic – ask Keith says, “you can’t hit a target you don’t have!”) and other times they talk investments, taxes, or current economic policy. You’ll learn one thing quickly: most of our team is made up of nerds that like talking about the economy, taxes, and behavioral finance. Enjoy!

Two Crucial Factors When The Market Is Volatile

Introducing Our Fractional CFO Program

Money Mindset and Financial Literacy

Current Market Volatility: Have a Plan

The GPS Method: Bucket 1 Strategy

The GPS Method: Bucket 2 Strategy

The GPS Method: Bucket 3 Strategy

What we mean by Wealth Management

What is Preservation Investing

Small Business Actions You Could be Taking

Information for 1099 Employees

Consuming Information

Interest Rates are Going Down, Now What?

What’s Your View of the Elephant?

Almost twenty years ago now, I started my career as a financial advisor. Markets had been stretched to their limits and the feds began a slow reduction in

Short-Term Performance or Predictable Sustainable Income

Many investors watch their statements like a hawk! And while that's not all together bad, it's not all together good either. In the business world, I'd liken it