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Stay Active | Know What You Have
“Just buy the index.” “It is cheap and gives you access to the whole stock market.” “You’ll outperform in the long run.” Statements like...

Doug Lagerstrom
Jun 30, 20192 min read


A Mountain of Debt | School Loans and the Inevitable Avalanche
As many of you may know, I will have both of my kids in college this coming Fall semester. As I went through and pondered the ever-rising...

Allen Minassian
Mar 31, 20182 min read


Are You Secure? | Threats of a Digital Age
The world has become a global society of universal connectivity, where people expect to have instant access to data and services across a...

Allen Minassian
Jan 31, 20182 min read


New Year, Big Plans | Don't Forget Your Wallet
This time of year, most people are busy putting their plans together for the new year. Some like to plan for how much weight they are...

Allen Minassian
Jan 31, 20172 min read


Password Protected | More Complicated Than It Sounds
As computers and smartphones in particular and the internet in general proliferates in our society the threat to your financial security...

Doug Lagerstrom
Jan 31, 20172 min read


Market Outlook | Spring 2015
The Federal Reserve Bank stopped buying US Government bonds in October of last year. Ironically as we have completed our QE program,...

Doug Lagerstrom
Mar 31, 20152 min read


Liquefiable Assets | A Retirement Wheel of Fortune
In retirement, most people have a grand assortment of assets that can be used to cover expenses- stocks, bonds, mutual funds, taxable...

Allen Minassian
Jan 31, 20152 min read


Organize Your Finances | The Early Bird...
Well it’s a New Year and time for new thoughts. Better still, maybe it’s a good time to revisit your current investments and make sure...

Doug Lagerstrom
Jan 31, 20152 min read
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