February 2021

February 2021

Dear Friends, I believe that or country is, as a whole, economically strong and likely to stay that way for a while. From improving jobs and extra cash on hand to declining virus cases, the optimism of Springtime is here! It’s particularly encouraging to see people I...
November 2020

November 2020

Dear Friends, As of this writing, I haven’t gotten the virus yet (knock on wood, salt over shoulder, etc.), but I know a lot of good people that have. Somedays it feels like a game, other days it feels like a Twilight Zone episode. All days are a lesson in managing...
July 2020

July 2020

Dear Friends, After almost 6 months and counting, the pandemic has created a new ‘normal’ for all of us. Mostly, we are doing less – less haircuts, less dinner out, less travel, less group sports, less happy-hours, less seeing friends …. It is having an effect and no...
February 2020

February 2020

Dear Friends, Every Thursday morning at 7am I join Tom Egelhoff on his local talk radio show to discuss financial events, money tips, and field live questions (1450am /kmmsam.com). Recently, I was asked by a caller what I believe the most common mistake investors make...
November Newsletter 2019

November Newsletter 2019

Both of our girls ran cross country for the high school this Fall and being a Sportsparent has been a big part of life for Jamey and me. I also coached for the Bozeman Track Club middle school team, which is more my speed.  Read the Full...