INSIGHTS
News, Articles and Financial Updates
Charity Spotlight: JB Wilson
Delivering Nourishment, Receiving Gratitude In July 2016, JB Wilson, found he had more time than usual after leaving the office in the evening. He had always been very thoughtful and committed to tithing, but was in search of a non-financial way to give...
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Charity Spotlight: Susan Youngsman
One Transformative, Eye-Opening Summer What does it take to change the trajectory of a life? Susan Youngsman remembers the moment her eyes began to open to the world. When she was 12, a cousin came from Holland to Mount Vernon, Washington to stay with her...
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Is Your Time as an Advisor Being Well-Spent?
Let’s face it...to be a leading financial advisor you need to spend the majority of your time interacting with your clients and prospects. Are you? I encourage you to take a minute and think about your average work week, which if you are like most financial advisors,...
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Where Value Meets Costs
If there’s one conversation financial advisors need to master, it’s the ability to communicate their value as it relates to cost. Many seasoned investors are no longer looking to their financial advisor to help them beat the markets, but instead, implement investment...
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4 Musts When Merging Practices
To help you determine if you are on the right track, we’ve compiled a list of questions to ask your broker-dealer, internal compliance officer, or trusted outsourced compliance resource
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Charity Spotlight: Michael Burgoyne, CFP®, CHFC®
Helping a Community Heal the Children If you’ve ever loved someone with a mental health illness or have endured one yourself, you are aware of mental health stigma. Those who are afflicted often face prejudice and discrimination while also battling their...
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