6 days ago3 min read
The Bots Are At Your Doorstep
The robots aren’t just coming soon... they are here, they’ve been here and only now you are starting to see them. Think that nice car in...
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Jan 75 min read
Hacked and Helpless
By: Brad Heagy, CFP ® and Kari Baer, CFP ® , CFA Fraud is real. Thieves are real. None of us are immune and typically they strike at the...
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Dec 27, 20247 min read
Simplifying Life: The Ultimate Goal of a Wealth Manager
By Brad Heagy, CFP ® and Kari Baer, CFP ® , CFA How many of our meetings with clients start off talking numbers, hit on performance at...
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Sep 2, 20244 min read
Chasing Certainty: How Our Obsession with Knowing it All Shapes Our Lives
‘You can’t lose.’ I have heard people say it, so have you. I also laugh, and so should you. Why, you ask? Well, because certainty is that...
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May 29, 20244 min read
The Middle: Where The Magic Happens
We all start somewhere. When it comes to education, careers, relationships, hobbies, etc., our beginnings start with a clean slate. We...
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Apr 13, 20242 min read
Inflating Into The Second Quarter
Wow, what a week. Just when many investors started getting comfortable with a lofty stock market and turning all attention to getting...
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Apr 6, 20242 min read
April Fools & Outliers
Outliers are sometimes the April Fools joke of all jokes. We never see them coming.
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