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Recently I had the opportunity to visit Alaska – a first for me. During our visit, we were able to get very close to a few glaciers. ...

Generally, before we make a purchase, we shop and compare prices for the product we want to buy. We even get a little excited when we...

As part of our business we work with individuals and families helping them to develop an investment and financial plan. We are often...

The term “fiduciary” is often used and referred to in conversations regarding retirement plans. But, what exactly is a fiduciary? The...

Creating a forecast for the upcoming year is fun – we have a blank canvas on which to operate; there are no incremental benchmarks to...

Thoughts on the tax bill passage: First major legislative win for Pres. Trump and GOP majority. Combining the elimination of the...