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
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...
August Newsletter 2019
With time and discipline, you can make good money investing in the stock market. But the successful families we serve require that our expertise add value in all areas of their financial house, not just by managing stocks and bonds…….. Read the Full...
June Newsletter
Whether you are climbing Mt Blackmore, Sacajawea, or Triple Tree this summer, the act of arriving at a ‘false summit’ is something that is part of traveling in the hills. It can be very emotional when you realize that there is yet another hill to climb, requiring a...