Are you our ideal client?

We will cover the most common characteristics of our best clients. We will also cover the most common characteristics of those that should not be working with us.

How harmful is debt?

What does a lifetime of debt actually cost you? How much will you pay in interest to lenders?

What do you want?

What if you could throw away all the rules and create your own ideal investment account? What would you build? What would it do, what would it NOT do?

Gratitude, Neighbors and Estate Planning: Plenty to Keep Us Positively Focused

While we are keeping our social distance there are plenty of acts of kindness everywhere around us. Many of which we can duplicate ourselves which will increase our happyness and inject some into those around us. This downtime is also a good time to dig out your estate planning documents; wills, trust and POAs and […]

Certainty in an Uncertain Time

If you’re scared or uncertain about your savings and investments we want to share some tools to create certainty that you can still meet your goals with the obstacles that may arise on the way.

Doing Your Part

This is a short podcast about how 2 things that I have seen people do during the Corona virus challenge that are making Dayton better and subconsciously helping those people stay positive