Category Archives: General

Spring 2025 Compass Magazine

Our Spring 2025 Compass magazine includes Seeing More and Seeing Better, A Season for Revitalization, Gifts That Keep Growing, Scaling Walls a Note at a Time, Looking In the Mirror, […]

What is Medicare?

Sometimes, taxes can feel like death by a thousand paper cuts.  One of these “paper cuts” is the Medicare Tax, a 2.9% tax that is deducted from every dollar we […]

Christmas Client Appreciation Event 2021

Thank you to the 1,400 clients who came out to see Steven Curtis Chapman live at our Christmas Client Appreciation Event on Tuesday, December 7. Christmas is All in the […]

Understanding Cryptocurrency

A Guide to the Risk and Opportunity of Digital Money What is cryptocurrency? In late 2009, the financial world was revolutionized with the invention of Bitcoin, the first successful cryptocurrency. […]

Choosing an advisor who values what you value

If you’re looking for some guidance in the area of your finances, you may benefit from finding a financial advisor to help you navigate decisions ahead. But what are important […]

Client Christmas Event 2019

We enjoyed celebrating this holiday season together with you, our valued clients and friends. We participated in a short, informative financial session and enjoyed a delicious meal.  Special guests Point […]

Client Christmas Event 2018

We enjoyed celebrating this holiday season together with you, our valued clients and friends. We participated in a short, informative financial session and enjoyed a delicious meal.  Special guest Fernando […]