As our client, there’s one thing you probably know for fact: When you take your last breath and leave this world, something of your estate is left over. But is…
As you get ready to retire, you’re probably looking forward to enjoying newfound freedom. In retirement, you won’t have to punch in every day or drive to work in miserable…
Do things really happen in threes? This was a question we asked ourselves earlier this year. We were surprised, shocked, and saddened when we learned of the passing of three…
Generally, I don’t like to pass along personal client stories unless I have specific written consent by the client. Recently, a client asked me to share their story — a…
You’ve turned in your notice. You have your last workday scheduled. You’ve started moving your assets to a new advisor, who has assured you that your portfolio will perform, and…
As you sit by the warm fire and look out the window at the snowfall — perhaps with a cup of hot cocoa — consider the following question: Are you…
You’ve turned in your notice, you have your last workday scheduled, and you’re set up to move your assets to a new advisor. The new advisor has assured you that…
My daughter, Tracy Dahms, is involved in the National FFA Organization and teaches agricultural sciences and biology with the Saranac School System. Here, she is pictured with me next to…
At age 90, my mom finally got a cell phone with texting capability. She decided to get a cell phone because she heard this technology would allow her to connect…
Recently, a client came to me wanting to talk about his portfolio. He had concerns that some of his assets were underperforming. This surprised him because he thought the market…