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.
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.”