3Q 2016: Quarterly Investment Letter

3Q 2016: Quarterly Investment Letter

What Creepy-Crawlies Have in Common With the Economy Fun fact: There are approximately 8,000 species of centipedes and none of them have exactly 100 legs. Most have somewhere between 15 and 177 pairs of legs.…

2Q 2016: Quarterly Investment Letter

2Q 2016: Quarterly Investment Letter

Just close your eyes and pedal! In June, I took a Backroads cycling tour of Washington State’s San Juan Islands. On the third day of the journey, trip leader Katie Roda described our trip in…

Your Business: What Is Your Buyer Thinking?

Your Business: What Is Your Buyer Thinking?

In past blogs, we’ve talked about some of the psychological barriers that can interrupt your efforts to sell your business. Being a self-aware seller is important because it can improve the odds that your sales…

Life Plan Communities vs. Long-Term Care Insurance

Life Plan Communities Vs. Long-Term Care Insurance

As Baby Boomers continue to retire, questions about the costs associated with long-term care continue to concern them. Questions we commonly hear include: Exactly how will I pay for long-term care if my spouse or…