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Featured Posts

A Beginner's Guide to Cryptocurrency

Cryptocurrency: You’ve heard about it on the news, you’ve read about it online, and you’ve probably got a friend or two that’s brought it up over a socially distanced Zoom happy hour.

With Bond Yields < 1% . . . Does Your Portfolio Need a Remodel?

Bond yields, which traditionally returned greater than 3.5% yields over the past decade, are now expected to return only about 1% for the next ten years.

Roy Satterthwaite

Most Recent

A Beginner's Guide to Cryptocurrency

Cryptocurrency: You’ve heard about it on the news, you’ve read about it online, and you’ve probably got a friend or two that’s brought it up over a socially distanced Zoom happy hour.

Farther Experiences – Paragliding at Torrey Pines

Paragliding is an exercise in patience. You're at the mercy of Mother Nature and entirely dependent on wind and weather, no matter how skilled a pilot you may be.

Make These 5 Financially Smart Decisions to Build Wealth After an IPO

If you’re unsure how to build a financial plan, you’re not alone. DIY-ing your finances becomes complex and harder to manage over time.

Anthony Carlton, CFP

Farther Experiences – Flying A Private Plane In Las Vegas

You'll likely encounter some turbulence when you fly over the Black Mountain after takeoff. These mountain waves are nothing to worry about though; they're caused by high-speed winds passing over the peaks. I've flown with All In Aviation several times now – it's the highlight of any trip to Vegas.

A Farther Weekend: Chicago

A weekend in Chicago for locals or those traveling in from afar. The city has some great hideaways and not-so-secret spots for delicious treats, incredible ambiance, and cozy time at a modern bed and breakfast.

With Bond Yields < 1% . . . Does Your Portfolio Need a Remodel?

Bond yields, which traditionally returned greater than 3.5% yields over the past decade, are now expected to return only about 1% for the next ten years.

Roy Satterthwaite

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