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Meet Chris and Amy - Case Study
Happy Friday, everyone! I woke up early to write this at Ladder Coffee on Monroe, and the roads are covered in sheets of ice.
Roth Conversions
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Walmart is Winning Over the 1%
Happy Friday, everyone! Yesterday, our Stewardship Concepts team reflected on the past year and strategized how to better serve our clients in 2025.
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Dodged Recession... For Now
Happy Friday, everyone! Wyn, Amy and I attended our Spokane Financial Planning Assocation’s annual conference yesterday.
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Meet Dave and Kathy - Case Study
Today's post looks different from past weeks. Today, we are excited to introduce case studies.
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Big Brother Ford Is Listening
The days are getting shorter! My morning pickleball group has to start playing at 6:20 a.m. instead of 6:00 a.m.
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US Steel Denied!
I hope you had a great week. The kids are back in school, and the days are getting shorter.
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Rate Cut Imminent
I should have posted a blog post last week. Being consistent with blogging is difficult, and I'm working on improving.
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Recession Time?
My wife Jenny and I are heading to Lake Rosevelt for a wedding. Hopefully, we'll jump in the lake to cool off from this 100+ degree weather.
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2 Minute Financial News
Thank you for joining me today for two minutes on the economy, an interesting story, and a financial planning tip.
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Avoiding RMD Taxes - Noah Schwab
Thank you to everyone for reading our blog. We've had great feedback and are excited that people are interested in what we say.
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"Why I Drive an Old Car" - Amy Drury
As a financial advisor, I am often asked about the best strategies for saving money and building wealth.
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2 Minute Financial News
Thank you for joining me today for two minutes. This is quick news on the economy, an interesting story, and a financial planning tip.