Inheritance Headache and Blossoming Trust: A Client Highlight
By Shelby Holt, Client Services Specialist, with Chris Vasquez, Advisor Associate Over the course of our years serving clients, it has been our honor to walk alongside people in some of the most difficult [...]
Money, Anxiety, and New Year’s Resolutions in June
By Megan Poore, Senior Advisor Associate Does anyone feel rich anymore? We meet with clients all the time who are wealthy by many standards. But they often say they do not live extravagantly and should [...]
Why “Enough Money” Isn’t Enough
By Cass Grange, Senior Advisor Associate and Director of Business Development Back in the old days, retirement wasn’t really a word, let alone an industry, or a lifestyle. You worked in agriculture and just gradually slowed [...]
Reminiscing Reaps Reward
By Megan Poore, Senior Advisor Associate One of the job hazards of having been a financial advisor for 16 years is that my boundaries about talking about money are not in line with the [...]
You’re Not Getting Older, You’re Getting Better!
By Cass Grange, Senior Advisor Associate and Director of Business Development With age comes opportunities! If you turn 50 any time during 2019 (even the last day of the year), you can now increase [...]
Priceless Wealth
By Cass Grange, Senior Advisor Associate and Director of Business Development During this Thanksgiving, talk to your family about your priceless wealth. No, I am not talking about the money or investments. I’m talking [...]