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Code Red

This week Brian summarizes the 2011 and 2012 Letter to Shareholders from Berkshire Hathaway. He notes that consistency is key when investing, especially during times of uncertainty. We also give you a rundown of the article: 10 ways to wipe out your retirement...

The 30ish Minute Financial Plan

  This week on The Money-Guy show, Brian and Bo run through a list of items that will help keep you on track throughout your financial marathon. They hit topics from estate planning to negotiating service rates. This is a great show to help establish future plans...

The Risk of Not Taking Risks

Today, Brian and Bo tackle the risk that you take by sitting on the investment sidelines.  They have been fielding a number of questions over the past few months covering this very topic.  The moral of this episode is to get started doing something sooner rather than...

2nd Quarter Wrap-Up

The year is halfway over and it’s time for us to share our reflections of the year so far and what we are looking at going forward.  At the end of each quarter, we send quarterly reports to our clients accompanied by our commentary on the financial world.  Check...