Financial Blog

1 09, 2020

It Takes a Man

2020-09-09T16:29:26+00:00September 1st, 2020|Our Bird's-eye View|

Approximately a year ago, a couple had their first meeting with us here at White Raven Financial – they were here to interview us as potential partners for investing in their future. What was memorable about our initial meeting was [...]

20 08, 2020

Road Trip to Success

2020-08-20T16:39:17+00:00August 20th, 2020|Deep Thoughts|

Summers: A time we can soak up the sun at the beach, relax in the mountains, and hit the road for an all-American road trip. This summer, however, has been derailed with many of our planned getaways cancelled or put [...]

6 08, 2020

The 1PFP

2020-08-06T17:52:27+00:00August 6th, 2020|Our Bird's-eye View|

In the early parts of the month of March, Diane found that she and her husband, Mike, were automatically enrolled in the HR group. It sounds a bit prestigious until one learns that it is the funky acronym people have [...]

20 07, 2020

Estate Plan Crib Sheet

2020-07-20T16:48:47+00:00July 20th, 2020|Deep Thoughts|

If you are a millennial, like me, the idea of planning for what happens after your untimely demise doesn’t seem like an urgent, critically important task to anguish over. You may have wondered… “why do I even need a will?” [...]

6 07, 2020

The Great Outdoors

2020-07-06T21:57:00+00:00July 6th, 2020|Our Bird's-eye View|

The month of June brought diversity into our daily work lives here at White Raven Financial. Many of you know that our small office does not comfortably allow for the accommodation of social distancing when someone wishes to meet. So, [...]

22 06, 2020

Dog Food Bags

2020-06-22T16:41:13+00:00June 22nd, 2020|Deep Thoughts|

I’ve always tried to be a staunch supporter to the recycling cause but never really paid a whole lot of attention to the nitty-gritty on what was considered recyclable versus garbage. There has been a popular phrase trending on social [...]

4 06, 2020

Change is Good; Right?

2020-06-04T18:12:24+00:00June 4th, 2020|Our Bird's-eye View|

I am sure many of you have heard the saying “Change is Good”. Yet, when we hear or read those words, sometimes we wonder if it is true. The unofficial ‘they’ that pronounce the phrase appear to be more enlightened [...]

21 05, 2020

Teaching Youngsters Good Money Habits

2020-05-21T19:59:39+00:00May 21st, 2020|Deep Thoughts|

Although there is a lack of formal education for kids when it comes to smart money lessons, parents can provide guidance to help create a base their children can build on to succeed in life. Money is central to our [...]

5 05, 2020

The Yin & The Yang

2020-05-05T22:35:52+00:00May 5th, 2020|Our Bird's-eye View|

Again, we are finding mortgage rates at unbelievable lows. The average rate in 2019 for a 30 year term was 4.25%; Bankrate currently shows mortgage rates in the 3.25% range.  For someone interested in buying a new home or refinancing; [...]

20 04, 2020

Overcoming Analysis Paralysis

2020-04-20T17:21:18+00:00April 20th, 2020|Deep Thoughts|

It has been a long time since we have witnessed this much uncertainty in the world. In general, our everyday lives have been disrupted with little to no guarantees that normalcy will return soon… or even later. As an investor, [...]