Blog
How to prepare for 2021
Be purposeful. Connect socially. Count your blessings. That’s it. With the start of a new year, we have the choice to be excited about what is before us or fret about the challenges we face. Reality says, since we are human,...
Read MoreTeam Up for Accountability and Success!
I believe most people need to team up for accountability and success. Each of us is created with certain abilities and giftings that vary from person to person. That’s why you don’t see me in the NBA or flying jet airplanes...
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Why is the stock market up during a recession?
Lately I have been asked variations of the following question - “Why is the stock market doing so well when the economy is doing so poorly?” It’s a great question, and fortunately, one that's been answered before. I...
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Where do we go from here?
A wise man (my father-in-law!) once said about the stock market, “If you’re not in it for the long-term, you shouldn’t be in it.” That is true of most situations. It has been encouraging over the last few months...
Read MoreCoronavirus meltdown. Now what?
With the reaction to the Coronavirus causing business shutdowns, stock market turmoil, anxiety, and stress – what are we to do? The answer: Be A Leader! The first thing a leader does in the face of difficulty is to stay calm and...
Read MoreDo I need a financial plan … really?
I believe everyone should have an up-to-date comprehensive written financial plan. But why? The answer is peace of mind. We’ve met with a wide variety of people over the years and listened to them speak about their goals,...
Read MoreEmpowering Clients
In early October I attended the annual Waddell & Reed Summit conference in Coeur d’Alene, ID. It’s one of three conferences at this time of year and advisors generally attend the one closest to their region of the country....
Read MoreWhat's Important About Money To You?
I believe people desire to live by their values and priorities, but with daily activities pulling at most people they haven’t been able to fully organize their thoughts or it has been a long time since they have and much has...
Read MoreWhy Financial Planning Brings Me Joy?
I see how it relieves anxiety and answers questions clients have been concerned about, usually for years. It gives them a more solid understanding and foundation on which to make future decisions. It builds their confidence. I love...
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