Investing Strategies

September 1, 2024

Is Your Financial Plan Driving Your Investment Plan?

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

Margin of Safety

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

Take Advantage of the Tax Attributes of Your Investment Accounts

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

Understanding How Dividends Work

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

Earning Better Interest on Your Bank Savings

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

Tanner’s Favorite Investment Account

An HSA (Health Savings Account) is a fantastic way to prepare for your future while also saving money on taxes!
December 1, 2020

Using History to Help Determine Your Risk Tolerance

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

Pros and Cons of Land as an Investment

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 […]
September 1, 2019

Understanding Inflation

One of the reasons people invest is to attempt to keep up with the increased costs of goods and services known as inflation. In Tanner’s latest […]
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