Fear, Greed and Risk

So the last 12 months in the equity market have been interesting.  Last fall, the markets were in turmoil declining over 14% for 4th quarter. The S&P 500 was down as much as 9% in December alone. Certainly, unnerving performance for most investors. Conversations...

Pre Takeoff Briefing

I recently began flight training for my private pilot license. It’s great fun and something I have wanted to do since I as a kid. It’s exciting to learn something completely new and get answers to questions I have had for years. I enjoy being in the air of course, but...

Efficient vs. Effective

I have recently been dealing with a noise in coming from the front end of my Ford Explorer. I am frustrated because the vehicle is now back for third time to correct the issue, with two separate service centers. I am frustrated because if the tech had simply taken...

Episode 14 – Realtor Jayne Thorsen

Saving for a real estate purchase is a common objective we help our clients to plan for, and achieve. A new home, a rental property or maybe a vacation home are goals many of our clients are working towards. In this Episode of Planning Makes it Possible we talk to...

Episode 11 – Recent Market Volatility

In this episode we discuss the recent market volatility and the steps clients can consider in dealing with the short term fluctuations of the capital markets. Podcast: Play in new window | DownloadSubscribe: Android |...