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A Groovy Summer Night

Who says you cannot re-live the past?  We sure did at our Groovy Nights summer party a few weeks ago.  What a blast we had pulling out our old 60’s threads, getting down to The Fab Four and spending the evening with great company.

We were fortunate to have our whole team, our families and many of those we serve here at NaviGuide attend.  Guests started the evening with temporary tattoos, a fortune teller, open bar and The Habit food truck.  People made their rounds to the various activities while complimenting each other on their far out attire!  We saw it all – tie dye tee shirts, round Lennon sunglasses, peace signs, bell bottoms, flowers, feathers and legendary 60’s musician tees.

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4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD

Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more

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4 Easy Ways to Diversify Your Investments

Published By Jake Bleicher, Equity Analyst

The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, portfolios can become a large hodgepodge of various assets rather than a methodical allocation. The key is to reduce the correlation between assets so that they generally perform independent of one another. Read more


5 Reasons It’s Important to Set Financial Goals

Published by Rob Furlong, Portfolio Manager

The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was little more than listening to the ice crunch with each step as we ascended over 5,000 feet into the thinning air. Shortly after 9a.m. we were at 14,200 feet-on top of one of the highest peaks in the Cascade mountain range. Read more


My Drive

“My drive to help people pursue financial freedom started at 6th grade”

As a CERTIFIED FINANCIAL PLANNER™, I help people each and every day.  For some people it’s about saving money, for others it’s about receiving income for the rest of their lives, leaving a legacy for their heirs, or something entirely unique to them.  Read more


How Emotional Decisions Can Ruin Your Investment Strategy

More money is left behind than lost during market declines. When an investor reacts emotionally to declines, they often pull money out of the market, derailing their investment strategy and leaving them much less exposed to equity markets. Often, these moves are made very near the bottom of the market and the investor leaves behind a substantial portion of return. Read more


When Can You Retire?

Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retirement plans, savings, annuities, pensions) so it’s important to consider how much and when to expect cash inflows. Read more


Why Diversified Investments Are Crucial

Published by Tyler Schlumpf

There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific company, credit and liquidity risks are just a few. While systematic risk cannot be diversified away, unsystematic risk can through diversified investments. Read more


Partner Academy – March 2018

What is Partner Academy?

Earlier this month, Gali and Holly headed out to Omaha, Nebraska (bbrrhh) to join our partners, Carson Group Partners for an event called Partner Academy. This event brings partner offices together for relationship building and collaboration. The purpose is to update attendees on new enhancements and discuss best practices to improve systems and procedures. During the event, partners receive information on enhanced technology clients can use to view and track their accounts, and communicate with their wealth advisor. This is also a time when partners can join forces and work on solutions for their client’s unique needs. Read more


How Much Do I Need to Retire?

Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work because one wants to and not because one needs to, takes time and thoughtful retirement planning.  Read more