We know a title alone doesn’t make someone a trusted advocate dedicated to maintaining your financial success. Yes, in our industry it is easy to have an identity crisis.

Recently, the media and general public are asking the question, “Why is the market doing so well?” The recovery seems to be fictitious for some. It strikes at just how scared the public may be from the most recent Great Recession. It feels that some have forgotten the ABC’s of what “the market” is. It reminds me of a Seinfeld episode http://www.youtube.com/watch?v=XEL65gywwHQ

Hiring a planning firm may result in a number of strategic recommendations to help your family more efficiently and effectively align your financial resources with your goals and objectives. But how might a financial planning firm help an individual or family deal with uncertainty?

Often times in working with clients who are very successful and bright in their own right, they will abruptly confess, “I really don’t understand what you are talking about.”

Did you know Idaho is ranked 6th in the nation for charitable giving?