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Who We Serve and How We Help
Blog

Who We Serve and How We Can Help

By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ In today’s unpredictable financial environment, finding the right financial advisor can be challenging—but not impossible. Whether you do your research online, ask for recommendations from friends or trusted advisors, or both, the amount of choices to sift through can be mind-boggling. It has gotten

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The 3 Biggest Financial Planning Challenges for Engineers
Blog

The 3 Biggest Financial Planning Challenges for Engineers

By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ Engineers and technical professionals are known for their precision—but when it comes to their finances, the numbers aren’t always as straightforward. While they may be high-earners, their unique compensation and investment packages often require custom strategies to help them lower their tax exposure and

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2023-8_Why I Became a Financial Planner
Blog

Why I Became a Financial Planner

Next year will mark the 30-year anniversary of one of the most popular movies from the ’90s, Forrest Gump. Of all the memorable moments in that movie, one phrase seems to be quoted most often:

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Investment Returns

First Quarter Investment Review

Despite many mixed signals about the health of the economy, the first quarter of 2023 generally saw some positive developments for both domestic and global investment markets.  While this is by no means a signal that markets are well on their way to a full recovery, it is nevertheless important

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Investment Returns

What Can We Learn About Investing from March Madness?

Every year in mid-March millions of Americans flock to their televisions to watch dozens of games in the NCAA men’s basketball tournament.  March Madness is such a popular sporting event that it is estimated that one-in-four Americans fill out brackets annually, attempting to pick the overall tournament winner and perhaps

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Financial Planning

When Banks Fail, What Can You Bank On?

Successful investors can more easily ignore that urge and the noise that comes from day-to-day market movements, knowing that planning for what can happen is a more powerful strategy than trying to anticipate and predict what will happen next.

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Investment Returns

2022: The Year in Review

From the onset, 2022 was a very challenging year for investors and financial markets alike.  As global economies shrugged off the malaise of the coronavirus pandemic, new problems popped up to sow the seeds of uncertainty in the minds of many investors.  Inflation reached levels not seen in four decades

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Financial Planning

What the SECURE 2.0 Act Means for You

Among all the year-end political drama and holiday celebrations you participated in, you may have missed the news that the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law as part of the $1.7 trillion dollar spending bill signed by President Joe Biden. Intended to

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