5 Popular Myths About Grieving

on December 17, 2018 |By Amy Bertle | Women Dealing With Loss
The common misconceptions we have about grief can amplify the pain surrounding the death of a loved one. The unrealistic and unnatural expectation of the emotions and actions for those who are grieving have become harmful. Knowing and understanding these common myths can help avoid some of the pain we put ourselves through.  
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Finding the Needles in the Haystack

on December 03, 2018 |By Steve Musick | Other
One of the benefits of doing in-house research is that you can occasionally spot trends as they're forming. As an investment firm, being ‘early’ in spotting trends means that it could be possible to invest in areas of future demand, which brings the possibility of generating better returns. Since the turn of the century, our Investment Committee has met every Thursday.  Our Investment Committee is a seasoned, knowledgeable team dedicated to managing our clients’ capital. It requires strong discipline to rigorously look at large sets of data with the intent of detecting meaningful trends. In the ever-increasing wave of more and more information, it is a massive task to sift through the ‘noise’ to obtain important and actionable information. Very often, we keep this information to ourselves as a strategic advantage (we have never published or sold any of our research, nor will we). In the case I outline below, our research is becoming validated in others' published research. Like Sherlock Holmes, we think we have discovered something meaningful.  
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The Value of Portfolio Management in Interesting Times

on November 27, 2018 |By Jarrod Musick | Other
One of the values of having a financial advisor is receiving customized investment management. As a firm, we’ve embraced a philosophy of patience and not letting market changes interrupt the planning strategies we’ve built around the long-term goals of our clients.  It also means that it is incumbent on us to be a learning organization that diligently evaluates changes in market conditions. Below are a few key items that we’ve been monitoring and how they’ve contributed to the market volatility we’ve seen so far this year.  
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Building Systems or Fighting Fires

on November 15, 2018 |By Jarrod Musick | Business Owners
Every business owner has found themselves fighting a financial fire in their business or personal life, and sometimes both at the same time. You are not alone, we have all been there. It doesn’t mean that you did a bad job anticipating for it, it means that there was a system problem somewhere within your business model. The good news is that there are ways to build systems and automate most of the implementation so you can focus on growing your business and not fighting fires. It's less stressful and way more enjoyable. And let's face it, we could all use less stress these days.  
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How to Choose a Charity

on November 05, 2018 |By Amy Bertle | Other
Everyone wants to maximize their donations, but we've all heard horror stories of fraudulent charities. How do we know which charities are legitimate and which will help maximize your donation dollars? Some organizations tackle the due diligence, so you don’t have to. Some of the major watchdogs over charities are The Better Business Bureau’s (BBB) Wise Giving Alliance, Charity Navigator, CharityWatch, and GiveWell.  
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