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10 Money Tips For New Graduates

Written by Chris Benson, What You Don't Know WILL Hurt You, Before You Invest, Build a Super Bowl Fund, Start Investing Early!, Don't Make a Deal With The Devil, Never Stop Learning, Insurance is NOT an Investment, Behave Yourself, Be Prepared, and Watch Out for the Wolves.

Who Are We?

Written by Chris Benson, Over the past 22 years we have helped our clients create, preserve and distribute their wealth. We have helped our clients plan for their own futures and now we need to plan for our own. In order to do that we first need to step back and think about why we do what we do, who we are and what we represent.

First Quarter 2016 Market Review

Written by Lyle Benson, We saw mixed results in the investment markets this quarter across the major asset classes. In the US, large cap stocks were up 1.3% for the quarter but small caps were down 1.5%.

What is a Fiduciary?

Written by Chris Benson, Given this definition it makes sense that your financial adviser should be a fiduciary, right? You trust that person with your life savings and critical financial decisions and you have confidence they are providing advice that is in your best interest.