INVESTOR RESOURCES

Want to be an informed investor? See our suggested resources on current market trends and personal finance decision-making.

Changes in the market can be scary or exciting, we help slow down the emotional rollercoaster you may be riding by giving you our objective insights. Each month, Ken our CEO and Michelle our COO breakdown the current financial landscape and discuss how it impacts your investments.

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Dave's Suggested Reading

Dave is one of our investment managers and believes that understanding the science behind what drives the financial decisions we make is key in making smart choices about your future. The book he has always wanted to write, but that someone beat him to it, is called "Psychology of Money" by Morgan Housel. A necessary read for all investors.

October 30, 2024

What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?

This is a checklist for figuring out what issues are pertinent when reviewing your policies related to health and life insurance.

Checklists & Flowcharts

October 30, 2024

What Issues Should I Consider When Reviewing My Property and Casualty Insurance Policies?

This is a checklist to determine what issues you should pay attention to when reviewing property and casualty insurance policies.

Checklists & Flowcharts

October 30, 2024

What Issues Should I Consider For My Aging Parents?

A checklist to determine what issues you should consider for your aging parents.

Checklists & Flowcharts

October 29, 2024

What Issues Should I Consider Before the End of the Year?

As the end of 2024 nears, use this checklist to determine what issues you should consider by the end of the year.

Checklists & Flowcharts