Serene Point AdvisorsJul 23, 20186 minQuarterly Reflections - July 2018Rather go to bed without dinner than rise in debt. ~ Benjamin Franklin On the economy In the second quarter, our tariff tête-à-tête with...
Nancy WakefieldMay 11, 20183 minMoms, Mother’s Day and $Self-care is an appealing and trending term that I first heard when Heather Decker of tcb coaching + consulting asked me how I was...
Serene Point AdvisorsApr 17, 20185 minQuarterly Reflections - April 2018In the spring I have counted one hundred and thirty-six different kinds of weather inside of four-and-twenty hours. ~ Mark Twain, speech...
Serene Point AdvisorsMar 8, 20181 minTogetherI recently came across this picture again and was reminded of a great event that I went to with colleagues last fall. The speaking tour...
Cameron Martin of Martin Capital PartersFeb 6, 20183 minA thoughtful response to renewed market volatilityBelow is a thoughtful and calm response to the February 5th stock market plummet from Cameron Martin of Martin Capital Partners. Martin...
Serene Point AdvisorsJan 19, 20184 minQuarterly Reflections - January 2018“The future…something which everyone reaches at the rate of sixty minutes an hour, whatever he does, whoever he is.” ~ C.S. Lewis Just...
Serene Point AdvisorsNov 5, 20172 minChallenging the authorityWe take for granted that our employer does the right things for us with our retirement plan. After all, they have serious fiduciary and...
Serene Point AdvisorsNov 5, 20171 minIDK. You know what that means, right?IDK. These are some of the most intimidating and sometimes embarrassing words to say. I don't know. It invokes memories of grade school...
Serene Point AdvisorsNov 4, 20172 minWhen do rising interest rates and a healthy real estate market intersect?We often obsess over mortgage interest rates when we are just about to purchase a home or refinance our mortgage. But how do interest rates