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Confirming What You Know

Category: Financial Planning
By Kyra Wells
12/17/2019
Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences? 

Cheers to Johnny D!

Category: Financial Planning
By Travis Rychnovsky
10/02/2019
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.

Cars, Planes, and Market Crashes

Category: Financial Planning
By Reed Rinderknecht
04/09/2020
As a pilot, it's important to be prepared for worst-case scenarios (even though they're rare!). The same is true for your financial life. Having the right plan and portfolio can help you stay calm even when the storms come. 

Confirming What You Know

Category: Financial Planning
By Kyra Wells
12/17/2019
Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences? 

Cheers to Johnny D!

Category: Financial Planning
By Travis Rychnovsky
10/02/2019
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.

Cars, Planes, and Market Crashes

Category: Financial Planning
By Reed Rinderknecht
04/09/2020
As a pilot, it's important to be prepared for worst-case scenarios (even though they're rare!). The same is true for your financial life. Having the right plan and portfolio can help you stay calm even when the storms come. 

Life is Full of Taxes

Category: Financial Planning
By Ross Polking
11/15/2019
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Vaccine for Physician Pocketbooks

Category: Financial Planning
By Ross Polking
05/07/2020
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.