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. 

We hope you are enjoying these first few days of Spring!

We understand that election years can bring feelings of uncertainty to many. That’s why we invite you to check out Terry’s insights on why the concerns that occupy most people’s minds on a daily basis are not our focus when selecting long-term investments.

Also, don’t forget to check out Landon’s first contribution to our Planning Corner where he discusses tax strategies for every stage in life. In our Around the Office section, you’ll find updates on all the little ones, including the newest addition, Lily Matilda Rickenbaker!

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.