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Exciting Times for Boring Stuff

Talk about an oxymoronic headline! Why is it that cash, bonds, treasury bills, and CD’s are getting more attention today …
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Stack the odds in your favor

10 Year-end Planning Ideas

With all the uncertainty in the markets, a negative political environment, a sour international outlook, and the ever present attack …
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Financial decision by Scott Graham

Inclement Weather and Finance

Dark clouds, brutal gusts of wind, white caps, flash floods, and pelting rain…it’s all in a day on the lake …
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percentage up or down

Percentage vs. Dollars vs. Points…How do you measure up?

Is there something that frustrates you to no end every time you hear it? There is for me. I get …
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Corona Virus Scams

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Green budget

Managing Your Wealth

Do you know where everything is and what everything is worth? You should.

Women and Wealth

Managing it all is just another day's work.

What is ESG?

Doing well while doing good.

Credit Score

Take care of your credit so it can take care of you.

Investment Strategy

Will your investments help you reach your financial goals?

Planning for College

Lesson 1 starts here.

Do I need a financial planner?

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Investments? For me?

An investment in knowledge pays the best interest. -Benjamin Franklin