Fixing my Furnace and the Value of Professional Advice

Jun 28, 2019 |Jamie Galbraith

This blog post is going to have nothing to do with finance. Instead, it is going to have everything to do with my furnace!

Read more

Pete’s Path Pt. 4: What I learned from ultimate frisbee – how to roll with the punches

Jun 18, 2019 |Peter Galbraith

As an advisor I help my clients identify punches as they’re coming and design strategies to help minimize, avoid, or even take advantage of the situation.

Read more

Pete’s Path Pt 3: What I learned from rowing – Every little bit counts

Jun 11, 2019 |Peter Galbraith

Achieving your goals is a little like rowing a boat. You can get there on time pretty easily with a lot of little, focused strokes in the right direction.

Read more

Pete’s Path Pt. 2: What I learned from volleyball – You don’t have to be big to play big

Jun 04, 2019 |Peter Galbraith

Most of us are not big enough to be big players in sport or in finance. But we can certainly play just like them. If your plans, savings, and investments don’t emulate the big players, let us help you find a way. We want your team to succeed.

Read more