Something to Look Forward To… Tasha Borglum, Advisor A client once told me that she largely credits one thing to keeping her energized in tough times and even just in the daily grind that can…
How to Choose a Financial Advisor When I was reading my news feed on my phone the other day, a story popped up with the headline, “How to Choose a Financial Advisor.” This reminded…
Moneta and the Coronavirus The article I wrote for this newsletter will have to sit on the shelf for another time as the Novel Coronavirus pandemic has upstaged all other topics. Let me give…
Happy New Year! As I write this article, we are between Thanksgiving and the end of the year, with all the accompanying excitement and frenzy. I have heard from many people that Thanksgiving is their…