Investment

August 6, 2019

Women and finance: Staying involved

In 1809, Mary Kies became the first American woman to hold a U.S. patent in her own name for her original way to weave straw with silk.    In 1825, Rebecca Lukens became the first female CEO of an industrial company in the United States, and was inducted into the National Business Hall of Fame in 1994.    In 1839, Mississippi passed the Married Women’s Property Act, which gradually strengthened women’s claims to ownership and financial independence.    Just think, this was all before women were even allowed to vote!    Women have been more than involved in business and […]
July 1, 2019

Providing for your pet: An estate plan for Fido

When you are sitting around your dinner table, having tough conversations about your legacy, your children’s future, and how to plan for what’s ahead, don’t forget about the ball of fur at your feet, waiting for the next crumb to drop! 68% of U.S. households have a pet, and as pet owners ourselves, we understand that a dog, bird, or even a herd of cats, are considered part of the family! No matter how many things Fido chews up, you love him all the same. So what does Fido’s future look like when you’re gone? Include your pet in your […]
November 23, 2016

Thinking Forward – So much to be thankful for in America

Blog True Blog Thinking Forward – So much to be thankful for in America Post written by Brian Paulsen | Personal Wealth Manager It has been an interesting few months. A lot of division, a large portion of the US unhappy and concerned about the future with the election outcome, the media doing its best to convince us of our eminent decline. The markets did not collapse, the sun did come up, and we continue to be the beacon of hope to the world. Why? Because what makes America great is not our politicians, it is each of us. My […]
November 16, 2016

Thinking Forward – Who Are We – Millennials Part 1

November 8, 2016

Thinking Forward – Get Out The Vote

November 2, 2016

Thinking Forward – Best Backyard Ribs? You be the Judge