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10 Celebrities That Made a Fortune as Investors

10 Celebrities That Made a Fortune as Investors

Actors, musicians, athletes, and other public figures continue to become some of the wealthiest people in America. Today, we're seeing some of these household names achieve billionaire status.  What sets apart the most successful celebrities is what they do with the...

Top 5 Hawaii Destinations

Top 5 Hawaii Destinations

Who says you have to leave the country to have an incredible vacation in a tropical climate? The islands of Hawaii are certainly a lengthy flight away, but no passport is required! Hawaii has been a popular destination for decades, and for good reason. Visitors are...

Yoga: Benefits to the Mind and Body

Yoga: Benefits to the Mind and Body

Just like how money and investments go hand in hand, your body and mind do too. You need your mind to create your actions and thoughts and your body to respond to them. While many people tend to focus on exercising their body, it’s important to exercise your mind too....

Ultra Marathons: A Hobby for the Extreme

Ultra Marathons: A Hobby for the Extreme

The average person would consider a typical marathon (26.2 miles) a very ambitious distance to run. Events like the Boston and Barkley marathons have been put on many bucket lists. Runners train for months leading up to a marathon race and the average finish time is...

Summer 2019 Client Letter

**Earth Shattering June Rally**            Trade concerns fade as investors focus on the steady economy.   We are pleased to report that accounts hit all-time highs with one of the best June’s in generations.  As we explained in the last letter, “this year’s...

Meal Prepping: A Solution for Busy Moms

Meal Prepping: A Solution for Busy Moms

Most moms don’t want to fuss around with spices and sauces after a long day working and taking the kids to various activities. Instead of ordering takeout or prepared supermarket foods, meal prepping is convenient, creates healthy habits, and saves you time.  Quit...

The Pros and Cons of Life Insurance

The Pros and Cons of Life Insurance

It's clear that life insurance is important for everyone to have. These policies allow people to provide for their families and cover things like funeral expenses after their passing. This can be especially critical for those who pass away unexpectedly and leave...

Investing in CBD and “Pot Stocks”

Investing in CBD and “Pot Stocks”

More and more states are legalizing medical and recreational use of marijuana. Because of this and other factors, the value of the industry is exploding.  Some estimates are predicting the value to hit $22 billion worldwide by 2022. This relatively new industry...

Giving Back and Lowering Your Tax Bill

Giving Back and Lowering Your Tax Bill

You've worked hard to accumulate wealth and find success throughout your life. Giving back to important causes can be great, fulfilling way to use some of that money. Tax savings are just an added bonus on top of the personal satisfaction of helping others. We share...

A Focus on Social Choice Investing

In today's trendless market, it's even more important to own individual companies that have real growth and social value. Social choice is a critical factor for our clients and part of our investing strategy. Many of our clients find that it’s important to align their...