Monthly Newsletter

As the recent holiday season starts to become part of our long-term memories, we start to turn our attention to this upcoming year.  It is that wonderful (the level of sarcasm here is up to your discretion) time of year when we will need to focus on taxes.  There are some important dates and actions to keep in mind.  You will find all of that in the second half, or use the bullet links to skip directly to those sections.  I have also created a great cheat sheet for some of th

Taking a moment to reflect on the loss of a spouse, growth of our team and what this all means to me.

You are probably of the most valuable parts of an estate plan. And are you playing the right game?

Let's review TerraFirma’s Three Guiding Principles and Three Core Practices that translate our fundamental beliefs into the long-term growth you need.  With each principle and practice is a powerful mantra to help remind us why it is important.

Welcome to this month’s update! As we ease into fall, I want to take a few minutes to talk about the current market environment, some housekeeping tips to make your financial life easier, and a few opportunities we see on the horizon. Grab your favorite pumpkin spiced beverage and let’s go! 🌦 Market Conditions – What To Do Now Have you checked your investment balance lately?  If so, you might be feeling pretty good. The stock market is at all time highs and continues to brea

Your increasingly digital future and how it will shape your personal finances.

Happy Summer to you!  We have been busy with friends and family around the grill, packing floaties to cool down the children, and...

Portfolio Strategy Update: The Bonds That Hold Us Together Interest Rate Sensitivity and Strategic Shifts DE-fense!  clap-clap DE-fense!...

Quick Administrative Updates: Investment Account Allocations : Towards the end of this month, we’ll be sending you an update on the...

Massive government policy changes seem to be a daily occurrence, the saga of on-again, off-again tariffs continues, severe weather conditions are threatening lives, and global politics aren’t getting any simpler. So, you might be asking—what should I do?

We've certainly seen our share of ups and downs during the first few months of 2025. The markets have been on quite a ride, influenced by...

Important Update I have been making my rounds to chat about a small but important update to our client agreement and disclosures. If I...

A Message During Challenging Times I hope this message finds you and your loved ones safe and well. As you know, the recent and ongoing...