wealth management Archives

15 Jun

Obituary

Obituary This last week, I’ve sat through several funerals or celebrations of life. It is interesting what people get up and say about their parents, friends, or acquaintances. I was thinking, sitting through yesterday’s event, what will they say about

16 Apr

The Plane

The “Plane” Do you remember the first time you were on a plane? Maybe you never have been, but that would be rare. When I grew up, there weren’t many people who had been on a plane. Today, it is

16 Feb

Confidence

Confidence! Confidence is often our best friend in competition, sports, or being a businessman. When can confidence be a problem? When we’re investing! If our confidence in investing is centered on markets, this is troublesome. We will surely lose if

16 Dec

Let’s Enjoy the Holiday Season

Let’s enjoy the holiday season! Many people can only find joy by giving. Of course, some people think that the only joy they can find is from receiving! I believe joy comes from confidence. Confidence in our plan. Confidence in

17 Oct

It is the Season

It is the Season – To worry about things, we cannot control, nor that may even have much effect on our day-to-day life! The political season is just starting. Everybody knows who they hate and mistrust; no matter what they

15 Sep

Staying Found

By Craig Smith, CFP®, CFA®, CKA®
In Blog

Staying Found Years ago, Melinda and I hiked the Pacific Crest Trail (PCT) from Ashland, OR to Manning Park, British Columbia. We learned a lot about ourselves during the roughly 900 trail-mile trip, celebrated our first wedding anniversary sleeping on

18 Aug

Who Owns Today?

Who owns today? We often give our day up to those we don’t know. We look at Facebook, TV, or some form of media. We may not know whose agenda we are hearing, but we still let it impact our

14 Jul

Everything You Own

By Craig Smith, CFP®, CFA®, CKA®
In Blog

Everything You Own A realtor friend jokingly congratulated me on purchasing my home in 2009 by saying, “Welcome to the class of ‘home-moaners’!”. Get it? Homeowners constantly moan about their property’s maintenance, upkeep, and to-dos. If you’ve owned a home

26 May

Why I Still Wear a Tie

It’s interesting that as life goes on, I watch myself get old. Today at 60, many things have changed. Cars are faster and more efficient, people are busier, communication is immediate, and we are much more casual in how we

24 Mar

The True Meaning of Wealth

Recently, Marta and I took a trip to Indonesia where we visited an orphanage we support, and also to Papua to see the progress of several schools we are building. It is interesting how our faith expands as we go