Blog
Investment Discipline
One of the most challenging aspects of investing is not what many may think. Digging through the multitude of options available to place cash can be daunting task. However, keeping your cool when things move in the wrong direction can make or break returns.
Time, Talent and Treasure; Giving Thanks!
Published by Mark Petersen I saw a report on the morning news about how an iPhone changed the life of a boy with Spina Bifida. Typing into the phone he is able to communicate his thoughts for the first time. This coming on the heels of the Second Terrorist attack in Paris, France in less …
Disciplined Investment Process
As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives. As the markets go up and down, it can be challenging to keep your emotions in check if you are not followin …
Bipartisan Budget Act of 2015 and Social Security Changes
There’s been lots of coverage in the news the past couple of weeks about changes to Social Security claiming strategies, so we’d like to share a few key highlights about what’s changed and how it may affect you.
Protecting Minor Children with Estate Planning
Published by Beth Schanou A current estate plan is important to have in place for senior citizens. This planning is just as vital for parents of minor children for two important reasons: naming a guardian and arranging for the management of the children’s inheritance.
Are You Asking the Right Questions?
As investment analysts we always need to be aware of the current market environment and its impact on companies in our coverage lists. At times these factors can be easy to spot; however, this is not always the case.
