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Articles

We work to help our clients understand and navigate the complex world of finance. Many of these articles were first published in Cody Living Magazine and will give you a better idea of how we think outside the box.

Thou Shall Not Steal

Whether you are religious or not, if you are a business owner, you would benefit by following the Commandment, “Thou Shalt Not Steal.” Some small business owners who deal in cash think it’s a good idea to remove cash from the business and not deposit it or report it....

Let’s Talk Interest Rates

Who sets interest rates? When the media refers to interest rates, they are almost always referring to the nominal rate, known as the federal funds target rate, which is set by the governors of the Federal Reserve. The federal funds rate is the interest rate at which...

Portfolio Management

Whether you are religious or not, if you are a business owner, you would benefit by following the Commandment, “Thou Shalt Not Steal.” Some small business owners who deal in cash think it’s a good idea to remove cash from the business and not deposit it or report it....

Investing in “Muni” Bonds

Well, here we are folks, about half way through another beautiful summer in Cody Country. Hopefully, you are sitting on the deck with a cool drink and cool breeze as you enjoy the August issue of Cody Living Magazine. For this issue, I wanted to step outside the box a...

Retirement Planning for Business

One of the more difficult responsibilities of being a business owner is managing a retirement plan for yourself and your employees. In fact, many business owners neglect or forego it all together. The daunting task of choosing the plan that best fits your needs,...

Proactive Investing

Another busy summer has come to an end in Cody Country and things are finally beginning to quiet down once again. Now is a good time to devote some extra attention to things that perhaps you have been ignoring, like your investment portfolio(s). What does it mean to...