Blog

This section includes short articles written by our advisors on current topics, as well as answers to questions asked at some of our client meetings. Blog topics range from delving into the nuts and bolts of an investment strategy or what to look for in an advisor, to understanding why estate planning is so important, and whether you will have enough savings for retirement.

Who’s Our Competition?

Who's Our Competition?

As a business owner, I notice everything. I have to. In order for me to stay competitive, I need to be aware of what other businesses are doing around me and adjust accordingly. I can thank my years of riding a motorcycle for this tendency. You have to be ultra-aware when riding a motorcycle. Instead of looking at a car, you must look through the windshield of the car and see the driver’s eyes – you need to know that they see you too.

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Millenial Moment: Instagram Marketing

Millenial Moment: Instagram Marketing

We have all heard the narrative before that millennials spend too much. “They likely would rather spend $15 on avocado toast then save for a rainy day”. Although this may be true, it is short sighted and not looking at the bigger picture of the landscape our marketplace. How companies reach consumers has changed. Today you could have viewed 20- 50 ads in just 10 minutes of scrolling through an app on your phone. This means companies are spending less on an advertising but reach a broader target market.

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Bitcoin Buyers Beware

Bitcoin Buyers Beware

As advisors, we typically counsel families to take a patient, long-term approach to investing in the marketing, but the markets often spin on today’s breaking news and hottest holdings. This means we must take the time to learn about the latest financial fads alongside our clients. Cryptocurrency is a prime example.

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Millenial Moment: Biggest Moment Of My Life

Millenial Moment: Biggest Moment Of My Life

I’m about to have the biggest moment of my life. Those of you who attended our 10th Annual McClelland University will know that I will be going through a new life phase within the next couple months. For those of who you weren’t able to attend, I wanted to share the news that I will be taking a year off starting mid to late May to start my family!

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