Author archives for Graham Archer

    Fork Taken – Why I Became a Financial Advisor

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    Fork Taken – Why I Became a Financial Advisor

    Nik Aamlid The wise philosopher Yogi Berra once said: “When you come to a fork in the road, take it.” People often ask me why I chose a career as a financial advisor. I guess my answer to that is, I took the fork.

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    4 Ways to Repay Student Loans Effectively

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    4 Ways to Repay Student Loans Effectively

    Written by  Connor Engbers, Wealth Advisor If you have paid attention to the news recently, you probably heard about the current “crisis” involving student loan debt. With constant talks of student loan repayment and forgiveness and the rising cost of education, debt is piling on the younge …

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    Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

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    Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

    By Jamie Hopkins Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked.

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    Yo-Yo Vertigo: Understanding Market Volatility

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    Yo-Yo Vertigo: Understanding Market Volatility

    By Kevin Engbers, CFP®, Wealth Advisor In 31 years as a financial advisor, I’ve witnessed several seasons of heightened market volatility. Real estate mogul Tom Lewis offered the best metaphor I’ve seen for this market behavior: walking up a staircase with a yo-yo. Your eye is immediately d …

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    Risk Tolerance vs. Risk Capacity: A Key Difference

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    Risk Tolerance vs. Risk Capacity: A Key Difference

    By Kevin Engbers, CFP®, Wealth Advisor On the surface, the terms “risk tolerance” and “risk capacity” appear to be interchangeable. Yet, the difference between the two is crucial and best handled by an advisor who knows their craft well and understands the different shades of meaning. Altho …

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    The 4 Pitfalls of No Plan

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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.

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    What eight years in the nonprofit world taught me about generosity

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    What eight years in the nonprofit world taught me about generosity

    By Nik Aamlid, Wealth Advisor There’s an interesting paradox that I’ve discovered over the years: “You give more, you get more.”

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    MY STORY: WHY I BECAME A FINANCIAL ADVISOR

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    MY STORY: WHY I BECAME A FINANCIAL ADVISOR

    By Kevin Engbers, CFP® Wealth Advisor The early 80’s was an exciting time for an aspiring entrepreneur and newlywed.   Just young enough to possess all the answers.

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    September Monthly Newsletter: All Your Pencils Sharpened – A Financial Fine-Tuning for Autumn

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    September Monthly Newsletter: All Your Pencils Sharpened – A Financial Fine-Tuning for Autumn

    We all remember it. You have your pencils all sharpened, your new outfit on, and a fresh new school year ahead of you. Long after our academic days are over, we can’t help feeling that autumn is the time – after the exuberance of summer – to re-check and re-tighten everything to prepare for …

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    What’s Your Custom Fit?

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    What’s Your Custom Fit?

    By Nik Aamlid, Wealth Advisor They say I have a face for radio, but about a year ago my big TV break came. Our local golf retailer was getting ready to film their custom fitting commercial and asked me to be a part of it.

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