Gifting Strategies for Today

Gifting Strategies for Today Strategies for gifting today There are many options for gifting to loved ones.  The goal of a long-term financial plan is to save and invest enough so you can fund their lifestyle and live comfortably in retirement. Additionally, the hope is to be able to leave a...

Journey of Widowhood

Journey of Widowhood Journey of Widowhood: Grief, Trust and Healing Widowhood is a hard and stressful experience for anyone, whatever age you may be. We are dependent on each other in so many ways, and this type of loss is very significant to us. Because I have no immediate family here in...

How I Learned to be Brave

How I Learned to be Brave In early September, I started on a journey to become brave. I spent every Tuesday evening for 10 weeks at the Brave New Workshop as part of the Brave Tuesdays program. To oversimplify a truly great program, we focused on going from fear-based behaviors to a discovery...

With Fall Comes Open Enrollment

With Fall Comes Open Enrollment Open Enrollment Cooler temperatures and colorful leaves are the most obvious signs that we’re about to transition seasons. The new season also means the arrival of the annual open enrollment email in your inbox. It’s easy to make this decision on...

The Debate Over Dividend Stocks

The Debate Over Dividend Stocks Alex Duty, our portfolio manager, wrote a great white paper on dividend investing. Dividend investing is a popular strategy and one we come across from incoming clients.  Alex’s position is that dividend stocks only earn abnormal returns due to their value tilt, not...