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Investing
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2 Market Madness Lessons

Picking an NCAA tournament bracket in March can be complex and confusing. Picking investments to make up your portfolio can be just as complex and confusing. Here are 3 lessons
by Rich Feight, CFP
Financial Planning
Investing
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5 Mistakes Approaching Retirement

As you approach retirement, it's important to make sure all your ducks are in a row. Here are 5 mistakes to avoid when approaching retirement. 1. Taking Too Much Risk As
by Rich Feight, CFP
Investing
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Dear Investor….It’s Not the End of the World!

Instead of the standard format for a blog post, choosing a topic and providing my commentary, I thought it would be interesting to share a recent email exchange I had with
by Phillip R. Christenson
Don't chase yield, you're bound to get burned!
Investing
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3 Investing Principles 99% Of Us Don’t Understand

Over the past two decades, I’ve worked with thousands of investors. From long range retirement planning - to college funding and far beyond. I’ve seen a lot of things. In helping
by Greg Phelps, CFP
Financial Planning
Investing
Taxes
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3 Investing Mistakes Small Business Owners Make

Another client of mine, who started a business spends his spare time running the business to keeping his overhead low and make ends meet. Regardless of how you are maintaining your
by Rich Feight, CFP
Thinking Beyond Numbers

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