Jan 20, 2017

Putting Down Roots

By Chaney Barton-Nichols

At the end of last year, my husband and I bought the first home that we visited in person.  You could say I have always had a knack for “love at first sight.”  For example, the wedding dress I wore when I got married happened to be the first wedding dress […]

Putting Down Roots
Dec 16, 2016

Choosing Your Guide

By Thomas Twombly

In early November, six middle-aged guys set off on a challenging wilderness adventure that would take us deep into the heart of one of the most remote and inhospitable regions of the United States. We were going to travel by canoe for three days, covering approximately 40 miles of the Rio Grande […]

Choosing Your Guide
Apr 22, 2015

A Deadline-Free Review

By Glenda Summers, CFP ®, Senior Advisor Associate

For certain people tax season serves as the once per year review of their financial situation.  Marking April 15th off of the calendar with a sigh of relief may equate to putting finance-related records away in a drawer to collect dust until next year. Now that the looming tax […]

A Deadline-Free Review
Feb 12, 2015

Simplify and De-Clutter Your Life

By Cass Grange, Senior Advisor Associate & Director of Business Development

Why are we having a moving expert and organizational guru come to talk to our clients and friends? What on earth does this have to do with what we do?

Because everywhere we look, clutter takes a toll on our mental, physical and financial health. It […]

Simplify and De-Clutter Your Life
Nov 23, 2014

Read This if You Love Your Family

By Bleckley Dobbs, Director of Financial Planning
Do you love your family? Do you REALLY love your family? If so, please don’t be like more than 60% of all Americans and fail to do any estate planning.

The list of rich, famous and just ordinary people who die intestate (without a will) is long, and the stories of […]

Read This if You Love Your Family