Brrrr… It Feels Cold & Gloomy: Why Long-Term Perspective Wins
by Andrew Rabon on January 30, 2026.
When markets feel gloomy, and headlines grow louder, an advisor helps separate noise from reality
Category: Education
by Andrew Rabon on January 30, 2026.
What’s the Best Way to Transfer Assets After Death?
by Dave Conley on January 16, 2026.
One of the biggest questions families ask is simple but important: What’s the best way to pass assets to loved ones after we’re gone? Two common tools are Transfer-on-Death (TOD) designations and trusts. Both can work well—but they do very different jobs. Transfer-on-Death (TOD): Simple and Direct A Transfer-on-Death designation lets you name who receives...
Calm Wins: Investing Lessons for 2026
by Andrew Rabon on January 2, 2026.
Financial markets, news, social media, and even the church potluck are saturated with commentary. Intelligence and information are common; discipline is scarce.
Thanksgiving in America: History, Purpose, and Why It Still Matters
by Andrew Rabon on November 26, 2025.
Thanksgiving was born out of hardship, meant to unify the nation, and still serves as a reminder to be grateful and united today.
Investing Isn’t Easy: Headlines and Fairytales
by Andrew Rabon on October 31, 2025.
When it comes to investing, stories can be powerful. A good story can make people excited, confident, or even a little fearful — and those emotions can move the market just as much as company performance does. When that happens, people start buying or selling based on headlines and hype rather than what a company is actually worth.
Why Your Behavior With Money Matters
by Andrew Rabon on October 24, 2025.
Baseball Hall of Famer Yogi Berra once said, “Baseball is 90% mental; the other half is physical.” The same can be said about money and investing — 90% of it is behavior, and the other “half” is knowledge.
The Paradox of Investing: Why Common Sense Isn’t Always Common
by Dave Conley on February 9, 2024.
As a seasoned financial planner with over three decades of experience in the industry, I've witnessed countless instances where investing common sense has clashed with our natural instincts. It's a fascinating paradox...
What is in an Estate Plan?
by Dave Conley on August 25, 2023.
What is in a simple Estate Plan? If you’re like most people, with a few kids and a house, you only need a will. You can use an online service like www.freewill.com or www.mamabearlegalforms.com. The most common option is to meet with a local lawyer to help you discuss and setup the three documents needed...
Riding out the Inevitable Storms
by Randy Chalmers on August 18, 2023.
Let’s tackle a topic that has been on many investors’ minds in the last few years, and has prompted more than just a few blog postings. Being worried during market downturns is understandable and NORMAL; but I want to emphasize the importance of viewing investing as a long-term endeavor, and how to avoid (and why...
Estate Planning 101
by Dave Conley on August 11, 2023.
Estate planning is just a fancy legal-ish word for what you want to happen to your money and stuff when you die or become disabled.