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.

I Lived My Life, on My Terms

09.22.2023

Challenging the status quo and thinking about financial planning differently dominates our minds, it is what makes us different and is how we work with you. Finding balance between today and our future selves is a trick.  Financial planning is controlled in our industry by the “future self,” sometimes to the detriment of the “present self.”

Investment Update – August 2023

08.09.2023

You have probably noticed some changes in your portfolio recently. The TenBridge team spent a day in July digging deep into our investment philosophy. We’d like to share an update on our investment mix across the sectors.