A Helping Hand

Our financial planners share their thoughts about financial planning, the economy and the markets.

Is Now the Time to Get Greedy? by Nate Eads, CFP®

I started my career in May of 1996, which puts me 25 years into a career that I had no plans for coming out of college. After graduating in December 1995, my “career” aspirations were to head out to the mountains of Colorado and make a living skiing with my good friend Mike.

What Do I Think About This Market?

People often ask me this question. The short answer is that I have great confidence that the market will head higher over the long term. In the short term, I really have...

Positioned for Regime Change - Staying Truly Diversified

The plain and simple fact is that while stocks do go up over time, relative performances of different asset classes tend to go in cycles. These cycles are often impacted...

White Christmas 2020

I’m dreaming of a white Christmas, just like the ones I used to know, where businesses are thriving, when customers start arriving, and the economy is back on track...

Using Health Savings Accounts to Plan for Retirement

As we are amid open enrollment season for 2021 workplace benefits, the Health Savings Account (HSA) is an often misunderstood and underutilized savings and investment vehicle that warrants exploration.

Bill Moller – 1927-2020 RIP

With a combination of sadness and gratitude, I’m writing this month with the news that my father Bill Moller passed away peacefully a few weeks ago after a short illness. He was not only my dad but also my partner and co-founder in starting this business as well as being my market mentor.

Reach out today. This could be the start of a great relationship.

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