Author: Matt Syverson, CFP®
We are celebrating 19 years in business!
As we stop and reflect on the last 19 years, we can't help but be humbled and grateful for the amazing clients we serve. Because of you, we get to do what we love, stewarding the wealth that God has …
You are not your own best guide! 5 things to look for in a financial planner.
My wife and I recently celebrated our 25th wedding anniversary by taking a trip to Costa Rica. Over the two weeks we were there, we visited many fascinating places and went on 8 different guided tour…
Three ways our simplified fee structure works for you
You’ve probably heard us talk about our simplified fee structure before, but you may not realize that it makes us unique among financial planning businesses. We are a flat fee-only firm. …
Tax-Loss Harvesting: How to make lemonade out of market lemons
In March, we discussed 10 financial moves you can make in the midst of uncertain times. Today, we want to dig deeper into #8 on that list: Tax-loss harvesting. If you’re not a hands…
10 financial moves to make the most of uncertain times
With tensions rising as fast as gas prices, you may be wondering what you should do to protect your assets or make the most of climbing interest rates.
Below are 10 practical tips you can do right…
