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Planning around a Variable Income

Have you ever tried to bake a cake without a list of ingredients?  Would be pretty difficult to end up with something edible right?  Whether you’re baking, building or putting together a financial plan, it’s important to have a clear understanding of what your inputs...

The Low Interest Puzzle

Interest rates have always been a topic of concern and questions from clients, particularly over the past 10 years.  As we came out of the global financial crisis in 2009, some worried that actions taken by the US and overseas governments, intended to encourage bank...

Four Financial Resolutions for 2021

This year has been marked by levels of uncertainty most of us have never experienced before in our lifetimes. If there was ever a year where planning and preparedness were needed, it was 2020. While we can’t erase all traces of this year when the clock strikes...

A Financial Advisors Holiday Wish List

A Financial Advisors Holiday Wish List The past couple weeks around the Raidt household have included lots of holiday prep.  Decorating our Christmas tree, baking cookies, shopping – the usual stuff.  My three-year-old daughter is grasping the idea of Christmas and...