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.

Stress Testing the Financial Plan

03.18.2025

Investing can be stressful at times; money is always something we worry about and for good reasons.  Turbulent markets, though very common, can cause unease within the investing public.  Over the decades we have been through these periods, and right now it is feeling all too familiar.

Drown Out the Noise

03.10.2025

On Monday, 2/10, our TenBridge Team held an investment due diligence day where we had calls with our top investment partners. This provided an opportunity to hear each of their thoughts on the market, interpretations of the political landscape, and any changes to their investments. We spoke to fund managers, analysts, and owners of companies. We looked for common themes and discussed if any changes were necessary in our investment portfolios.