by stewarding the use of valuable resources
A team of advisors dedicated to placing your interests first.
A partnership that provides the tools and guidance to help build your financial confidence.
The support that helps you navigate life’s challenges and frees you to focus on your passions at every stage.
2024 Forecast- January 2024
The year of 2023 was full of firsts that can make us all curious about what comes next. Tune in and hear from our team of advisors as they share insights and expectations for the year ahead.
2024 January NEWSLETTER
We hope 2024 is starting off on a great note for you! To kick off our year, we wanted to share our Quarterly Newsletter with you. In addition to Terry's Economic Synopsis, we have also included a tribute to Charlie Munger (Warren Buffet’s co-chair at Berkshire Hathaway). And in the Financial Planning corner, Trey helps us start 2024 with some practical and easy to implement New Year’s resolutions.
Finally, be sure to check out the “Around the Office” section where we announce dates for our annual Forecast, Shredding, and Ice Cream Social events!
8 Timeless Principles of Investing
When it comes to financial planning and investing, our greatest tool is time. This means we should be less concerned about the day-to-day, but instead focus on continuing habits that move the needle toward our long term goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.