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How to Pick the Right Financial Advisor

By Rene Bruer If you’re in the market for a financial advisor, one of the biggest questions you may have asked yourself is “how do I find the right person?” Think about what brought you to this point; a life … Continue reading >

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The Wealth Management Guide for High Net Worth Individuals and Families

Addressing the wealth management process, the types of wealth management professionals, and investment philosophies, this whitepaper serves as the ultimate resource for high net worth individuals or families seeking wealth management. The Wealth Management Guide for High Net Worth Individuals … Continue reading >

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Annual Market Review

The annual market review features performance of the global equity and fixed income markets across 2018. Annual Market Review – 2018

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2018 Fourth Quarter Market Review

Featuring world capital market performance through a global overview as well as domestic and international returns of stocks and bonds, this report gives a complete timeline of the past quarter’s events. Additionally, the report offers insights into the impacts of … Continue reading >

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Why Should You Diversify

When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. Why Should You Diversify_

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De-Gapping Retirement

By Steve Hiraga I recently attended the industry-leading EXCEL 401(k) conference with Rene in Las Vegas.  We were able to spend time attending sessions, meeting with other retirement plan advisors, speaking with retirement plan vendors, and discussing with each other … Continue reading >

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2018 Third Quarter Market Review

Featuring world capital market performance through a global overview as well as domestic and international returns of stocks and bonds, this report gives a complete timeline of the past quarter’s events. Additionally, the report offers insights into the impacts of … Continue reading >

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The ABCs of Education Investing

This article from Dimensional explains that to reduce the expected costs of college expenses, parents can invest in assets that are expected to grow their savings at a rate of return that outpaces inflation. By doing this, college expenses may … Continue reading >

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In Service to Country

By Rene Bruer   When I heard that Senator John McCain died his legacy immediately shaped itself in my mind. The first words that came to mind were country, service, sacrifice, compassion and straight shooter. The words that describe a … Continue reading >

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Five Financial Lessons We Can All Learn from The Bachelorette

By Katie Brooks Financial education can be found in unlikely places. While personal finance may not be your first thought while watching The Bachelorette, there are some good lessons from Becca’s last season: 1. Don’t Trust an Overzealous Racecar Driver … Continue reading >

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