A recent kayaking trip of mine apparently was conceived and implemented solely to provide me with a perfect metaphor for this month’s blog . . . For the trip, we mapped out a course, we looked at the weather forecast, we packed our equipment and headed out early in the morning – a day’s outing ideally planned. Once we were paddling …
Last month I gave a speech about the principals of Leave No Trace, a set of outdoor ethics promoting conservation in the outdoors, at the Everett Mountaineers monthly open house. Prior to giving my speech, I did a bit of work trying to make my speech better – more engaging and interesting. I wanted the people there to not …
For some reason, when I think of small and acorns, Winnie the Pooh comes to mind. Probably because Piglet is small and his favorite food is acorns. I don’t have any idea what A.A. Milne thought about personal finance and markets but I suspect, as a caring father, he would have had a regular parent’s …
Tu passed another level of doggy classes and we’re proud of his achievement. We hope that all his upskilling is having a positive impact on your client experience. Do you feel that he’s greeting you cheerfully with a modicum of self-restraint when you arrive at our offices? Does he listen and respond to requests with …
It appears that nowadays, retirement is being redefined. Many of our clients are “retiring” but continuing to work! More often than not, they are moving to jobs that have less hours and are more enjoyable and perhaps therefore less stressful. Our experience reflects a change in society in general, where retirement and working are not …
Typically, these blog entries come from Diane’s perspective and relate to what’s happening around the White Raven Financial offices. Not so this time. Down below the equator in New Zealand, where it’s summer, Kris has spent the last two months of summer vacation immersed in a world of Lego. While that might not come as …
Thanks to all of you who helped with and attended our wreath making event this year. Wreath building techniques were shared from experienced attendees to novices as bows, ribbons and natural elements were used to make unique arrangements. Besides making some beautiful wreaths to take home or give as gifts, we made some great wreaths …
Stuck for what to give someone for Christmas this year? It seems we always have someone who’s hard to buy for. Working in the financial industry, of course our ideas occasionally lean in that direction. So what about giving stock as a gift? It seems like a fairly large undertaking though, both monetarily and logistically; …
Save the date: our annual wreath making party will be taking place on Sunday, December 6th. The newest member of the White Raven Financial team, Kirk Schwarz, will be there. Come along and meet him, if you haven’t already. Whether you’re a newbie to wreath-making, like Kirk, or returning to make your latest masterpiece, we’re …
Amidst all of the drama that the Chinese market fluctuations have caused, Tu graduated from his first class of doggy school. He may not look ecstatic in the photo (who would, wearing that silly headband) but we were proud of him. Our official greeter is well on the way to becoming a valuable asset to …
