Current Events Commentary

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Mid-Year Market Review


It’s hard to believe that we are already more than half way through the year and are in the “heat of summer”—and I do mean heat as we are dealing with some scorching hot temperatures here in the Midwest!  Hopefully you are staying cool and finding time for some relaxation, travel, and/or spending time with […]

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It seems that no place is “safe” when it comes to your personal information. Cybersecurity is here to stay and we all have to do what we can to protect ourselves. The threats can come from many pl

Don’t Panic

Don’t Panic by Sue Stevens The stock market isn’t pretty today. Overnight Britain passed a referendum to exit the European Union. This will not happen right away. But the uncertainty will impact t

The Value of a Human Advisor

Financial planning is a creative, iterative process. We believe in inspired planning that starts by really listening to what you value and how you want to make a difference. An essential part of this

Presidential Throw Down

As an independent voter, my preference is to look at each candidate and see what they bring to the table. There are many issues that matter to me—quality of character, moving the country in a positi