Investing Strategies
December 1, 2024
By Tanner Doudna As the end of the calendar year approaches, charitable giving is often top of mind. During this time, hearts soften towards giving and […]
September 1, 2024
By Bradley Miller Do you have clarity on how your investment plan fits into you overall financial plan and life plan? Over the years of serving […]
August 1, 2024
By Chris Daunhauer I shudder when I think of the many thousands of miles I rode with my parents in old cars and trucks that were […]
May 1, 2024
By Bradley Miller Our goal of caring for our clients and delivering value drives us to work hard to understand their financial dreams and what concerns […]
November 1, 2023
By Bradley Miller There seems to be a misconception for investors when it comes to how dividends actually function; most people assume dividends are free money […]
March 1, 2023
By Tanner Doudna We are firm believers that everyone should have an emergency fund. As much as we all may like to plan out our finances, […]
March 1, 2021
An HSA (Health Savings Account) is a fantastic way to prepare for your future while also saving money on taxes!
December 1, 2020
To get comfortable with investing, Tanner encourages you to take a look back at the historical returns of investing. You will see some great years, some […]
November 1, 2020
By Chris Daunhauer Mark Twain (or was it Will Rogers?) is purported to have said, “The thing about investing in land is that they aren’t making […]