by admin | Sep 28, 2022 | Uncategorized
By: Clinton Miller, CFP® Autumn is here! Gardens are overgrown and cool nights are on the way. Now is a great time to reflect on the year’s harvest and plan for taxes before the holiday season and year-end deadlines. Our fall review season is well...
by admin | Sep 14, 2022 | Uncategorized
By: Ellis Miller, JD, Advisor You may be thinking, “If businesses are doing so well, why is the stock market down?” That’s a great question! This is a time of confusion. With all the cross currents in the news, our minds are swirling. We don’t know what...
by admin | Jul 6, 2022 | Uncategorized
By: Liz Hand, CFP® Recently my son participated in The Lion King with his school. My expectations were low because this is a K-6th production of the whole play. And boy was I wrong! That opening African savannah scene with the “The Circle of Life” got me....
by admin | Jun 15, 2022 | Our Philosophy
By: Rachel Krabill, Administrative Assistant “So… what just happened back there?” My husband and I were sitting in our car wondering how the conversation we’d just had with a financial professional had seemed so clear and concise while we were in his office,...
by admin | Jun 7, 2022 | Retirement
By: Clinton Miller, CFP®, Advisor I am going out on a limb in saying this, but here goes: Retirement is imaginary. It’s a solution in search of a problem. The Financial industry assumes your Retirement™ goes like this: You work hard over a 45...
