Perspectives

71% of advisory clients experience financial anxiety. Research shows what actually builds trust with an advisor and what you can do about hidden money stress.

What a nonprofit strategist taught us about the assets no brokerage account can hold. In conversation with Angela Burgess, Nonprofit Strategist. I wrote a check the morning after big charity dinner last year. It felt good, but also incomplete. I gave reactively, as many of us do. I didn’t have a plan, a structure, or someone asking me if the check was the highest and best use of what I had to offer. That gap between intention and impact bothered me. I spend my professional li

Are you avoiding your "nest egg" number? Learn how our Financial Assessment provides clarity for Boise business owners using the R&R Investing framework.

Growing up on a farm in Idaho, I learned early that other families had more. Nicer trucks in the school parking lot. Better clothes on the first day back. Kids who talked about vacations while I was left kicking rocks on the farm. I didn’t have a word for what I felt then. I just knew the weight of it. That quiet math of looking around and coming up short. Years later, after managing capital in volatile, high-stakes environments, I found the word researching behavioral financ