Insights that Matter

We regularly share our viewpoints on financial planning, investment management, and the broader economic and investment environment. We conduct workshops and participate in events in the areas of our expertise. If you’d like to keep up to date with our latest articles and news, please join our mailing list.


Featured Posts

Bike to Work Day

Bike to Work Day

Bike to work day is on May 10. Pump up those tires, put on your helmet and ride on over. Visit our Energizer Station to get your free Bike to Work Day bag. ... Read More
Trade War

The Drums of Trade War

Like the ebb and flow of the tide, we saw markets rush upward in January only to see them retreat back in February and March. We have also seen a few historically large single-day declines, only to see a big rebound a few days later. The primary reason given for this volatility has been broad concern about tariffs and a looming trade war with China. ... Read More
When to Include Your Children in Financial Decisions

How to involve your children in your finances as you age and still maintain independence

When is the right time for a parent to begin the conversation about their finances with their children? Or for a child to start this conversation with their parent? ... Read More
Asking the Right Question

Asking the Right Question

We have an almost incomprehensible amount of information at our fingertips. Making use of that information is another thing entirely. In personal finance, like many other aspects of life, asking the right question is the essential element in decision making ... Read More