Author archives for Andrew Rogers

    People Are Your Best Investment

    Blog

    People Are Your Best Investment

    Time… The thing everyone wants that none of us are able to produce. Time is possibly the most precious of commodities that we can possess. Time is the great equalizer; it cares not how rich or poor we are nor our social status.

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    Are You a Conservative Investor?

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    Are You a Conservative Investor?

    Published by Jake Bleicher and Ron Carson Conservative investments are often associated with lower portfolio expected returns. The investment community has been indoctrinated with the notion that risk and return are correlated in a linear function.

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    Expressions

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    Expressions

    Published by Aaron Schaben | @AaronSchaben What have you expressed yourself today, both intentionally and unintentionally? Have you stopped and asked yourself that question lately? If you are truthful with yourself, no one else needs to know.

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    My Favorite Financial Planning App

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    My Favorite Financial Planning App

    Published by Andrew Rogers I had a realization not all that long ago, that in 6 short months (now 3), I would be walking across a stage at graduation and embarking on a new journey. A journey that replaced homework, with potential long nights at the office, replaced studying on a Saturday w …

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    Diversifying Your Portfolio

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    Diversifying Your Portfolio

    Published by Tyler Schlumpf and Ron Carson, There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different …

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    Financial Decisions to Make Today to Avoid Regret Tomorrow

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    Financial Decisions to Make Today to Avoid Regret Tomorrow

    Published by Teresa Milner The constant barrage of daily decisions can easily cause fatigue and tire out our brains. This can cause us to suffer from the inability to make good decisions. Whether we realize it or not, we are all a product of our decisions. Financial decisions are made daily …

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    Intestate Succession

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    Intestate Succession

    A sometimes overlooked aspect of Financial Planning is ensuring that a client has the proper beneficiary designations on their accounts so those assets pass to the correct beneficiaries. However, not all asset trusts will dictate how those assets will pass.

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    Win the Game of Life (Insurance)

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    Win the Game of Life (Insurance)

    Life insurance is one of the most versatile financial assets available to us. Few solutions carry as many tax advantages, may be used in as wide a variety of situations, and come at such a range of cost.

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    Lasting Happiness… Who is it for?

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    Lasting Happiness… Who is it for?

    Published by Teresa Milner Living in the fast-paced world that we’ve become accustomed to, it’s easy to get sidetracked with all that’s going on around us. What’s important and not urgent? What’s important and urgent? What’s urgent but not important? What’s not urgent and not important?

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    Are You Picking Up Your Pebbles?

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    Are You Picking Up Your Pebbles?

    With the New Year approaching, many like to spend time reflecting on past successes, failures, new experiences and gained knowledge, as well as planning for the year to come. As a part of my own reflection, I enjoy reading the following parable…

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