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When Will the Game Stop? by Andy Meyer, Partner & Senior Wealth Advisor Welcome to 2021, a year where a social media platform can take a beaten down stock from $18 to $470 in less than 25 trading days. What a week! The GameStop story is far from over, and although I’ll remain an intrigued spectator, it’s time to turn the calendar to February and see what other questions need to be answered. Before last week’s sell-off, Global stocks kicked off the year with a bang and rallied into the New Year. So, what changed and where do we

My Cash is Earning Zero. Should I Change My Approach? Dan Sinnen, Vantage Partner & Senior Wealth Advisor With interest rates historically low, you are probably asking yourself, “How can I get more yield out of my bond and cash investments?” There are many alternatives that come to mind. Should we move safe bonds into blue chip stocks that are paying higher dividends? What about alternatives like Real Estate or gold? Although these alternatives can bring higher yield and interest payments, we need to focus on the reason we keep a portion of our money safe. We know the

What Can the Pandemic Can Teach Us About Risk? Dan Sinnen, Partner & Senior Wealth Advisor Morgan Housel, leading finance author and one of my favorites, is recognized in our industry for his insight into investing and behavior. Having grown up a competitive skier, Morgan was asked during a conference what skiing had taught him about investing. Initially, he didn't think very much, but as he started to respond to the question, a painful memory came to mind. While at a ski resort with his high school team, two of Morgan’s teammates were killed on the slopes by an

Wealth Advisor (Part 4 of 4) Jesse Niederbaumer, Managing Partner & Senior Wealth Advisor  As a firm, we strongly believe that everyone needs to work with someone like us. “Why do I need you?” you might ask. There are very few “one person shows” who achieve ultimate success. How can you be expected, with everything that you juggle in your normal life (kids, grandkids, work, church, volunteering, COVID-19, etc.) to stay on top of all financial topics from work benefits, taxes, investments, and everything in between? We are your partner. You are our partner. It is mutual. Think of