Blog

Check out our blog to read our thoughts on the ever-changing world of capital markets, economic news, and wealth management. Our hope is that our insights give you the confidence you need to achieve your financial goals.

Great Investors Know: Don’t Bet Against Innovation

By Erik Strid|2023-11-16T17:06:05-04:00November 16th, 2023|Blog, Great Investors Series, Our Perspective|

We are not investing in today’s market; we are investing in what the market will look like in the future and the innovations that will contribute [...]

Are We There Yet?

By Erik Strid|2023-11-10T10:34:16-04:00November 10th, 2023|Blog, Valuables|

Through the ages, many philosophers, psychologists, and religious leaders have identified a very specific way in which our minds are hard-wired [...]

McDonald’s vs. Burger King

By Erik Strid|2023-11-08T12:59:20-04:00October 27th, 2023|Blog, Valuables|

Delegation is the “life hack” that allows you to maximize the use of your time and allows you to spend it doing the things that are most [...]

Great Investors Know: This Time is Never Different

By Erik Strid|2023-10-19T11:41:05-04:00October 19th, 2023|Blog, Great Investors Series, Our Perspective, Wealth Management|

During times like these, it is easy to believe that “This Time is Different” and that these challenges are unprecedented and may foreshadow even [...]

The 4 Freedoms

By Erik Strid|2023-11-08T12:59:37-04:00September 29th, 2023|Blog, Valuables|

In our role as financial and wealth planners, most of our conversations with clients are centered on planning for the future and helping clients [...]

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