Articles

Juston Dobbs, MBA, CDFA, CFP

You’ve worked hard. You recognize the value of setting financial goals, of saving money, of developing a strategic approach to help maximize your investment efforts. You know the “right” things to do, but maybe you’ve […]

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Four Portfolio Ideas for 2021

Consider these four ideas for managing your investment objectives in the year ahead. Courtesy Dobbs Wealth Management Hold the Right Amount of Cash“The pandemic showed us the importance of an emergency savings account––I call it […]

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Plan Now, For Later

Courtesy Dannel Funeral Home Life changed during the pandemic. Because grieving is something we do together, it has been challenging to observe services in time-honored ways with numerous safety precautions in place. We all missed […]