Erik Endersbe earns his CFP®

Erik Endersbe earns his CFP®

Our team of Professional Staff and Advisors helps busy and successful people make their lives simpler and more productive through personalized Financial Planning. Consistent with that commitment please join us in congratulating Erik Endersbe on passing his CFP® exam...
Not Getting Any Easier

Not Getting Any Easier

“If there’s one thing that’s certain in business, it’s uncertainty.” – Stephen Covey We’re halfway through 2019 which is as good a time as any to reflect on what’s happened so far this year, and look ahead to what the...
April 2019 Newsletter

April 2019 Newsletter

A good start, but what’s next? What a difference a few months makes. In our last newsletter we counseled patience and to stick with sound investing disciplines at a time when the market was going through quite a shake-up. Here we are three months later, and the...
January 2019 Newsletter

January 2019 Newsletter

“I don’t count my sit-ups; I only start counting when it starts hurting because they’re the only ones that count.”― Muhammad Ali Exercise is a recurring theme this time of year, as we set our resolutions for 2019. And if we’re realistic, we understand that...