Current Events Commentary

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Post-Election Update


I know many of you are shocked today. The polls clearly got it wrong. The first thing you need to do is take a deep breath. We are already very involved in understanding what the election results will mean going forward. We will bring you information as soon as we have something meaningful to report. […]

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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 t


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