Highlights

October 25, 2024

Investment Management - Third Quarter 2024

Unless you live in Kansas City, the only topic discussed more this year than Taylor Swift is artificial intelligence (AI). Meanwhile, investors have focused considerable attention on the Federal Reserve (the Fed), after the central bank acknowledged inflation was trending lower and pivoted policy guidance last December.

Read More
January 2, 2025

Now What?

What happens when you achieve a long-sought goal, but sadness is the uppermost feeling? We’re heading into the off season for riding competition in Virginia, and I typically use it for a bit of a rest and recovery before starting the long preparation for the Spring.

Read More
December 9, 2024

The Creator Economy

When you think of an entrepreneur in America today, who do you think of? Bill Gates co-founding Microsoft, the largest and most successful software company in America, or maybe Oprah Winfrey, who had the highest rated talk show in America for almost 25 years?

Read More

Our Services

Our Services

 Investment Management icon

Investment Management

 Financial Planning icon

Financial Planning

 Executive and Business Consulting icon

Executive and Business Consulting

 Retirement Plan Consulting icon

Retirement Plan Consulting

News & Insights

November 12, 2024

The Risk of Concentrating Too Much

When the topic of concentration risk comes up in portfolio management, normally folks think about the possibility of holding a large individual stock position in their account.

Read More
December 18, 2024

On Becoming a Data Analyst

If you know anything about me, you know that I need two things to feel comfortable in most situations:  data and context.  Data provides the necessary information to understand circumstances, see patterns, and solve problems.

Read More