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...
August Newsletter 2019

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

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...
April Newsletter 2019

April Newsletter 2019

Happy Springtime!!!  I hope you had a nice break or are about to go on one.  Going on vacation is something everyone needs to do for tons of reasons.  We took a trip to the southern end of the Rockies visiting family, searching for higher temps and no snow underfoot...
February Newsletter 2019

February Newsletter 2019

Good things take time. This must mean that I’m getting old, because there are a lot of good things in my life right now. One thing I’ve particularly enjoyed is trying new fitness challenges. It keeps me feeling younger than I am, and there is nothing like the...