Investors often make the assumption that Value Stocks are only boring companies that offer predictable future cash flows at a discount. However, as this week's The Distillery points out, at least half of the value stock universe are actually more junk than quality! Read More >

We often request budgets from clients while building or updating their plans, but the word budget gets a bad wrap and the task is sometimes delayed because of its' negative connotation. Instead, it may help to think of a budget as more of an exercise in spending awareness. If you have a good idea of what life costs now, then we can build an even more accurate financial plan to ensure you live your vision, accomplish your goals and outlive your money. All that being said, this week's The Distillery overviews budget line items on which you'll likely spend less in Retirement. Now who's excited about updating their budget! Read More >

This week's The Distillery is a personal perspective from none other than David Booth, Executive Chairman and Founder of Dimensional Fund Advisors (DFA).  In his letter to investors he offers sage wisdom for investing throughout a lifetime, not just this current game-like environment. We hope you enjoy. Read More >

This week's The Distillery is directed towards those of you that have the itch to start your own business. While compelling, especially in the current work-from-home environment, there's certainly more thought required ahead of such a venture. Today we offer up 3 such thoughts to consider. Read More >

The noise out there is getting pretty loud, agreed? This week's The Distillery isn't meant to offer yet another headline around Gamestop, but instead to refocus our thoughts and remind ourselves that wealth creation typically involves a plan in place and a disciplined long term investment strategy. Read More >

This week's The Distillery is an interesting stroll down memory lane of the years leading up to, through, and beyond the dot-com bubble. Even more interesting than the short-lived 40% annualized returns in the Nasdaq were the famous investment names going on record and stating that the markets were in a bubble and due to correct soon. The one thing they all had in common, it was in fact a bubble, but no one got the timing right! Investing is tough. It's even tougher when your strategy is based on predicting not only what the markets will do, but when. Read More >

This week's The Distillery offers a few examples of how you can continue to align your Financial Plan with your values. It's not only part of our Mission Statement to help families live their values, but also a proven way to lead a more fulfilling life. Enjoy! Read More >

This week's The Distillery takes a moment to recognize what's going on in the digital currency space. Bitcoin has exploded in price over the last few months so naturally it's starting to get a lot of attention. I'm still not certain there's one agreed upon reason to invest in Bitcoin, but Ben Carlson's blog piece offers up one of his best guesses, which is actually pretty funny. Read More >

Happy New Year and welcome to 2021! With all of us freshly removed from time spent with our loved ones over the holiday break, some of us might find this article useful. I know I sure did. But even if you don't have kids, you can still apply the same strategies to people you know that sometimes act like kids. Enjoy! Read More >

Our final Distillery of the year centers around your selection of hobbies, or said in another way, meaningful activity. While the blog piece is directed towards retirees, the content is valuable for anyone considering what life might be like when they eventually have more free time! It's been our pleasure delivering content to you this year. We wish you a Happy New Year and look forward to a wonderful 2021! Read More >