Our Insights

In our position, as advisors, we believe we can’t afford either of these false extremes if we want to understand and help our clients navigate the mechanisms in the current environment we find ourselves in. We want to share this to help you asses where you stand, and decide if where you are is getting you the results you say you most want, or if there are some steps you can take now to regain the feeling of Power and Control that most of us seem to be yearning for at the moment. We hope this helps.

If you're looking for something unique and fun for the kids in 4-5th grade this summer - look no further!

Paraphrasing Fred Rogers, in times like these, look for the helpers. To me, helpers are ‘doers’. You remember the people who helped lead through the Financial crisis of 2008 and the corresponding recovery as a result. This time will be no different. Actions will get us through this. Here are 3 possible action steps small business owners can take, now.