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.
03.31.2026
At our core, we believe quality investments lead to the best long-term success while minimizing downside risk. We believe dividends and yield matter in our portfolios. We believe it is important to stay diversified, to not follow fads or chase returns. And we believe focusing on the financial plan, rather than the markets, leads to a life well lived and ultimately, success.
03.03.2026
After living in Chicago for two years, my husband and I, our daughter, and two cats drove out of the city, onto our next endeavor. As many of you know, my husband is in the military, and we have lived in various locations over the last 5 years. From Georgia to New York to Chicago and now Arizona. Growing up, I never thought I’d have the opportunity to live in so many places. It is hard to be away from family, friends, and our TenBridge community, but it has been a wonderful opportunity to see the country.