From The Desk Of

"Expert" Opinions - From the Desk of Brock Rouch

"Expert" Opinions - From the Desk of Brock Rouch

A big part of my role is to stay up to date on current events that can affect the market and our portfolios. During my daily readings, I often stumble upon articles that make big predictions about future market movements/returns.

Estate Planning Series: Power of Attorney and The Gray Area

Estate Planning Series: Power of Attorney and The Gray Area

In my last official “financial planning email” I wrote about the Importance of Beneficiary Designations. In my world, that is probably the single easiest item to correct that results in issues for your loved ones down...

Munger and the Art of Waiting - From the Desk of Brock Rouch

Munger and the Art of Waiting - From the Desk of Brock Rouch

 For those who didn’t know, Charlie Munger passed away at the age of 99 about a week ago.  Known for his wisdom and many quips (think the Yogi Berra of investing), Charlie was more than just Warren...

Investor Behavior

Investor Behavior

Today’s market piece will be a bit of a mashup of the two topics. I’ve spent the better part of a week considering what topic I would like to write about today. Topics considered were interest rates, inflation, earnings,...

Estate Planning Basics: Beneficiary Designations

Estate Planning Basics: Beneficiary Designations

This is the start of a multi-part series covering what I would consider “The Basics of Estate Planning.”  As Financial Advisors, we wear many hats as we help our clients navigate their Wealth Management Journey. ...

State of the Market

State of the Market

The first half of 2023 is officially “in the books” as they say and we believe there’s value in reflecting on the months gone by and taking stock of what transpired.  I think it’s fair to say that for the...

Social Security

Social Security

April is National Social Security Month. For many Americans, social security is the primary or maybe even the only source of income they receive in retirement. As we work with our clients to plan for retirement an important part of the...

The Farmer and his Neighbor

The Farmer and his Neighbor

There’s a parable of a farmer and his neighbor named “Mr. Market”.   Warren Buffett is credited with the origins of this story in a letter he wrote in 1987 to Berkshire Hathaway shareholders but he only...

Life Altering Technology

Life Altering Technology

That’s a heck of a dramatic subject line, “Life Altering Technology”, but it’s something I feel people should be informed.  I’d love feedback on this piece so if you’ve already heard of this...

 The Philosophical Musings

 The Philosophical Musings

Mid-August my wife and I took our four kids on our first full-fledged family road trip. From Casper to Arches National Park from there to Zion National Park from there to Coronado Island to Sequoia National Park to Yosemite National..