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The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

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Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

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4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD

Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more

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What difference does a title make?

 Advisor (Fiduciary) v Broker (Non-Fiduciary)

Author: Christopher Abla APMA®, AWMA®, AAMS®, CRPC®

Christopher Abla is a Private Wealth Advisor and Investment Advisor Representative with CWM, LLC, an SEC Registered Investment Advisor. Read more

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Aretha Franklin – The Queen of Soul – What will happen to her kingdom?

We hear about this far too often when a wealthy celebrity passes away and the public learns that they did not have even the basics of an estate plan.  The media has reported that Aretha died without a simple will or even a trust.  Read more

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4 Easy Ways to Diversify Your Investments

Published By Jake Bleicher, Equity Analyst

The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, portfolios can become a large hodgepodge of various assets rather than a methodical allocation. The key is to reduce the correlation between assets so that they generally perform independent of one another. Read more

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5 Reasons It’s Important to Set Financial Goals

Published by Rob Furlong, Portfolio Manager

The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was little more than listening to the ice crunch with each step as we ascended over 5,000 feet into the thinning air. Shortly after 9a.m. we were at 14,200 feet-on top of one of the highest peaks in the Cascade mountain range. Read more

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Our Mid-Year 2018 Economic Update

By Scott Ford, CEO of GAAM Wealth Advisors

 Here’s one thing we know for sure about the economy – it’s not boring! The first half of 2018 kept us on our toes with a fair share of highs and lows, market volatility, trade uncertainty, and record unemployment numbers. Despite some dramatic market moments, most individual Americans believe things are looking up. So instead of looking at the daily headlines, here’s a view of our economy from 30,0000 feet as we reach the mid-year mark of 2018. Read more

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What I Wish I Knew About Money When I Was Younger

By Scott Ford, CEO of GAAM Wealth Advisors

My life’s mission has been to help entrepreneurs and business owners find balance and fulfillment in their lives. When I first started my career, I never would have expected that my training in Brazilian Jiu-Jitsu would share a number of commonalities with running a business, and that it would actually help guide business decisions. Through my training, I’ve discovered some money lessons that I wish I had known when I was younger. Read more

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If I Could Only Teach One Financial Lesson

By Scott Ford, CEO of GAAMWealth Advisors

After several decades spent working in the financial services industry, I’ve seen a lot of investment fads come and go. The media gets excited about new ideas and strategies that never seem to stand the test of time. Read more