Blog

There are a variety of financial management tools and applications available today that can be used to help you manage your money. From software applications to phone apps, there’s no shortage of help available.

Stocks involved in the emerging cannabis industry have been on a tear. The industry continues to garner more attention and main stream acceptance as additional states and countries legalize its use.

As we pass another milestone, we'd like to take a moment to thank our clients, partners, family, friends and supporters. Thanks to you, we have been able to build a firm that we are very proud of. A firm that investors have deserved for a long time.

Maybe the excitement of the World Cup has clouded our perception with “futbol fever”, but it seems like the performance of stocks and bonds in the first half of the year was very reminiscent of the quadrennial sporting spectacular. Lots of noise, tons of excitement, tension, jubilation, disappointment, trash-talking Tweets...and in the end, very little change on the scoreboard.

We are excited to celebrate our 3rd Anniversary this month. It has been a great three years of forging new relationships, strengthening old ones, and appreciating all.

Some studies show that over 70% of financial advisory firms fail within the first three years. While we never doubted we would make it, we are happy to pause and acknowledge this milestone!

After rising 6.1% through March 1^st, the S&P 500 has tacked on exactly 2 points since.