Grateful

Grateful

Based on the popularity of Blake’s COVID-free blog post last month, we’re following up with two more related topics.  First, we asked our team to tell you how they’re spending their time differently now, i.e. activities they’ve picked up or rediscovered during the...
How we’re spending our time

How we’re spending our time

Based on the popularity of Blake’s COVID-free blog post last month, we’re following up with two more related topics.  For this post, we asked our team to tell you how they’re spending their time differently now, i.e. activities they’ve picked up or rediscovered during...
A COVID-19-free blog post

A COVID-19-free blog post

Are you a little exhausted by all the emails, news articles, and notifications surrounding COVID-19?  Us, too.  Side note:  Were you surprised to find out how many company email lists you are actually on? Thus, we give you a 100% COVID-19-free blog post, with fun...
Winter 2020 Book Reviews

Winter 2020 Book Reviews

Super Pumped: The Battle for Uber By Mike Isaac For those of you who read Bad Blood by John Carreyou, Super Pumped is of a similar vein (pun intended).  The former is a story about a visionary founder who refused to accept that her revolutionary product simply didn’t...
Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we advocate for your best interests day in and day out. Our approach results in shared success.
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