To Inform: As technology becomes a bigger part of our lives, so too do digital assets. What are digital assets? Almost anything that is stored online, on a computer, on a phone or really almost anything that has a login and a password can be considered a digital asset. Social media accounts, digital music, digital photos, […]

To Inspire: It’s not quite end-of-year list time –when everyone has a list of things they think you should watch or read or think. I am beating the rush and sharing a great list of simple, short habits that can improve your life. So many self-improvement ideas require some serious, lifestyle-changing effort, but these are […]

Business Coach and author Darren Hardy tells a great story about lions and makes an analogy for us all.

While history does not repeat itself, it often rhymes. Does market history provide any lessons about how investors should handle North Korea?

The stock market has seen some volatility within the last couple of weeks but in reality, a little more market volatility would be a return to normalcy.

Perhaps you read of the Salt Lake City high school teacher that is getting married and on her gift registry has asked for shoes and backpacks to give to homeless children at her school.

At this month’s Portfolio at Panera meeting we reviewed the performance of different asset classes in the 2nd quarter of 2017 (April – June) and whether we believed the trends in those asset classes might continue in the second half of the year.

Last weekend Jordan Spieth took home the Claret Jug and his third major golf championship with a win at the 146th British Open.  Heading into the final round Spieth was three shots ahead of Matt Kuchar, but he bogeyed…

As we continue to celebrate fathers, I thought I would share a Facebook post that my middle daughter Catherine (married to Josh; they are parents to 8 month old Henry) shared last Sunday on Father’s Day:

This year, international stocks have clearly been the leaders in the global equity market, with emerging markets being the best performing area of the world. In particular, one interesting area complex has been the country of India.  India has developed a program called Aadhaar (think a bigger Social Security system in the technology age) which not only has the potential to stimulate economic growth in India, but may also provide a glimpse into the future of the global economy.