Jan 25, 20228 min readFinancial Advisory in the Information Age (1Q22 Quarterly Newsletter)Can Google be your Financial Planner? We argue that its relationship building and nuance that give us the edge.
Dec 15, 20216 min readBrain Game: Some Thoughts on Behavioral Finance and Investing (4Q21 Mid-Quarter Newsletter)December 15, 2021 Robert Gaan, CFP® Back in early 2000, during the height of the dot-com boom, I remember scheduling a meeting with a...
Oct 26, 20219 min readThe Four Rules of Long-Held Assets (4Q21 Quarterly Newsletter)October 15, 2021 Generally, the older you get the stickier your assets become. The reasons? Over time, people tend to become comfortable...
Sep 16, 20216 min readWhat’s in a Name? (Mid-3Q21 Quarterly Newsletter)September 15, 2021 Tyler Hewes, CFP® “What’s in a name? that which we call a rose By any other name would smell as sweet;” Romeo &...