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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.

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Investment Review – December 2025

12.15.2025

As we were preparing for our investment review, we took time to think about previous times in history where a “world changing” event has taken place. Erik shared some of his thoughts in last month’s newsletter “Dot Com and 2007 Again? Stick to the plan.” People look at this AI boom as something that will never end. It will, in the sense it will become normalized. Matter of fact, The Daily Spark dated November 28th, 2025, a newsletter from Dr. Torsten Slok, Chief Economist for Apollo Global Management, reported, “AI adoption rates are starting to flatten out across all firm sizes.”

DOT.com and 2007 again? Stick to the Plan

11.19.2025

It was the dot.com implosion of the stock market when I started in the business as a financial advisor and people were coming off a massive stock market crash.  One that was preceded by people piling into tech stocks and tech stocks mutual funds.  Some people who retired in 1999 had to return to work in 2003 as a result.