by Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEA Consumer debt can leave you feeling like you are drowning in a sea of bills. Swimming...

by Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEA What does one do on a Friday afternoon? Well, for this fella - write a Blog about Starbucks...

by Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEA On the highway, it’s tempting to switch lanes when you see another lane moving faster....

by Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEA We were recently traveling in our camper van for a weekend adventure and were passed on the...

by Jeffery A. Keill, CFP,CIM,FMA,FCSI, CEA When Donald Trump rolls out sweeping tariffs during his presidency, it isn’t just an economic...

by Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEA We comfortably sit in the shade of an oak tree today because someone planted an acorn...

by Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEA Teri and I had the luxury of travelling to Scotland a few years ago. The journey was made...

by Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEA In a 1675 letter from Isaac Newton, we get this popular expression:  “if I have seen...

By Jeffery A. Senior Wealth Advisor, Portfolio Manager, CFP, CIM, FMA, FCSI, CEA The media and it’s cycle of the illusion of urgency are...

By Jeffery A. Keill Senior Wealth Advisor, CFP,CIM,FMA,FCSI, CEA Money flows in and out of our lives. We breathe in earnings and we...

by Jeffery A. Keill CFP, CIM, FMA, FCSI, CEA Successful investing isn’t about intelligence; it’s about wisdom. It is not about  getting...

by Jeffery A. Keill CFP, CIM, FMA, FCSI Everyone has heard the phrase ‘those who fail to learn from the past are bound to repeat it’........

by Jeffery A. Keill CFP, CIM, FMA,FCSI Want to get your 2025 off to a great start? A financially strong start? During the first weeks of...

by Jeffery A. Keill CFP, CIM, FMA,FCSI Here I sit scribbling out gift ideas for people in my family, office, and all the others that I...

by Jeffery A. Keill CFP, CIM, FMA,FCSI Are you Going Broke Safely? The affects of Tax-flation, that is the combined financial erosion of...

by Jeffery A. Keill CFP, CIM, FMA,FCSI In the past few months, I have been made to feel like a social stranger to the new world of post...

by Jeffery A. Keill CFP, CIM, FMA, FCSI Financial Freedom: oh you wonderful concept of excess and stressless living. Financial Freedom an...

by Jeffery A. Keill CFP, CIM, FMA, FCSI I love to walk along the beach. Soft wet sand under my bare feet and the waves creeping with a...

If you have ever visited our office you may well have seen the picture of a dancing Snoopy. This picture has been in my life since high scho

Mastering Taxation: Unveiling the Westminster Principle Leave it to the Brits to make taxation fun.