WE ARE ABOUT GUIDANCE

Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.

Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.

New Zealand Mountain Bike Adventure – The Kiwi Riders!

10.27.2026

In early October, Erik and I joined 10 other explorers to embark on the TenBridge Mountain Biking Adventure, along the noteworthy Alps 2 Ocean Cycle Trail. We call ourselves: “The Kiwi Riders!” We began our cycling journey at the base of Aoraki / Mt. Cook, the tallest mountain in the country (3,724 meters), and completed our pursuit at the Pacific Ocean. We covered 200 miles over the span of 5 days. With the blessing of phenomenal weather and 2 expert guides, this trip was glorious!

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Investment Specifics

10.06.2026

Why we make specific changes to our portfolios falls into two categories.

  1. Environmental, economic, and macro reasons.
  1. Individual security specific reasons.
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