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Don't Feed The Bear: Our Blog

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3 Essential Subscription Services That I Use Thumbnail

3 Essential Subscription Services That I Use

Subscription series have become ubiquitous. Not only do they offer you the convenience of automation, the customization or personalization of some of these services also helps enhance your life. Businesses love these service offerings since they also provide a consistent stream of revenue and predictability. Having tried a number of these subscription services, here are three that my family currently uses.

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On Tools.... Thumbnail

On Tools....

Much is made in the world of investment advisors of being “independent” from the perspective of investments, but not enough is made of the independence in choosing the proper tools for clients. Rather than having a set of tools foisted upon us, we work to select the best possible tools for our clients, because no single tool makes sense in all cases.

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Heading to LINC 2019 Thumbnail

Heading to LINC 2019

This week, Clint, Jonathon, Mitch and I will head to San Diego for the annual TD Ameritrade National Conference. The scope of the conference is wide ranging from keynote speakers and break out/learning sessions to vendor demonstrations and networking events with advisors from across the country. Every time we attend the conference, we have the same goal in mind: find tangible ways to improve the client experience for everyone who works with Walkner Condon Financial Advisors.

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Announcing Our New Expat Focused Website, usexpatinvesting.com! Thumbnail

Announcing Our New Expat Focused Website, usexpatinvesting.com!

We are proud to announce that we have launched a second website dedicated to expat and international investing. The new website can be found at http://usexpatinvesting.com. The reason for adding a second site is to break apart the content for the two sites for continuity purposes. While we will share some content between sites, the domestic and international needs for investors are significantly different.

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The New Retirement: A Work Optional Lifestyle  Thumbnail

The New Retirement: A Work Optional Lifestyle

After years of helping others identify their goals and dreams as a financial planner and advisor, I can tell you how many of these amazing people who aspired to have this retirement lifestyle when we met was exactly ZERO. So I began to look at the goal of retirement differently.

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