Four parallels between golf and investing

Four parallels between golf and investing

Looking to lower your handicap and raise your net worth?  The game of golf has many parallels to investing.  If you can master the four elements below, you’ll see a marked improvement not only on the golf course but also on your road to financial independence. Who’s...
My ‘SART’ goal

My ‘SART’ goal

Last October, I had lunch with a friend.  During our conversation, he asked me a question and I should have known the answer, but didn’t.  I confessed to him that the answer lived in my phone.  Then it hit me: I think my smartphone is making me dumber!* When I was a...
Loss trading

Loss trading

In a recent devotional I read, the writer started with “Life is a series of battles and blessings, battles and blessings, battles and blessings, battles and blessings, battles and blessings…”.  He extended this out for a few more written lines, and the point he made...

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 fight for your best interests day in and day out. Our approach results in shared success.