To Inform: I (Travis) recently had the opportunity to attend a conference in New York City headlined by Rick Rieder, Head of Fixed Income (Bonds) for BlackRock and a candidate who has interviewed with the President to replace Jerome Powell as Chair of the Federal Reserve.   Rieder: “We have to cut interest rates.”  As […]

To Inspire:   We’ve been sharing insights from the book, JOYSPAN: The Art and Science of Thriving in Life’s Second Half. The author, gerontologist Dr. Kerry Burnnight, shares that joyspan reflects an understanding that it’s not just the number of years we live (lifespan), or even the number of years we live in good health (health […]

  It is truly a privilege to serve such wonderful clients and that is not lost on us. The trust our clients place in us to help them operate an effective plan – one that ultimately enables their team to reach retirement readiness – is an honor and we strive each day to earn that […]

To Inform: When a client turns 65, a furry giant suddenly appears in their life – the “Medicare Bear.” It seems simple to understand, but in all reality it’s big, confusing, filled with surprises, and can flash its teeth at you if you take a wrong step. Our job in helping our clients live their […]

To Inspire: We’ve been sharing insights from the book, JOYSPAN: The Art and Science of Thriving in Life’s Second Half. The author, gerontologist Dr. Kerry Burnnight, shares that joyspan reflects an understanding that it’s not just the number of years we live (lifespan), or even the number of years we live in good health (healthspan), but […]

To Inform: Markets have surpassed most people’s expectations this year. In the immediate aftermath of the April tariff announcements, many economists were predicting a recession and with it, poor stock market performance. With the gift of hindsight, we can see where those predictions went wrong. The tariff announcements proved to be a starting point in […]

To Inspire: Here’s a scenario: There is something interesting that you don’t know how to do – sourdough bread, guitar, watercolor painting. You decide to give it a try. You invest in it, in suppliers needed and with your time. You try the new thing, and it goes…badly. And you put away your bread bowl […]

To Inform: Investors are seeming jittery right now. This week I received a few communications from clients wanting to hear our take on a potential major market decline. One client said, “I’m feeling a little jumpy!” Another client sent me an ominous looking chart showing trend lines going back the Great Depression in 1929 with […]

To Inspire: We’ve been sharing insights from the book, JOYSPAN: The Art and Science of Thriving in Life’s Second Half. The author, gerontologist Dr. Kerry Burnnight, shares that joyspan reflects an understanding that it’s not just the number of years we live (lifespan), or even the number of years we live in good health (healthspan), but […]

To Inform: Over the past week I’ve had several conversations with clients, colleagues, prospects, all of them getting at a question that seems to be on everyone’s mind – how sustainable is the market recovery? In one of these conversations, we talked about tariffs and how they haven’t yet had the impact people were expecting. […]