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So far elvatewpadmin has created 26 blog entries.

September 2020 Commentary


"Every Rose Has Its Thorn"- Poison Jim Shellenberger, CFA | Financial Advisor While there are many pros and cons to Social Security, in the end, it has helped many individuals make it through their retirement years. The reason for the quote, “Every rose has its thorn,” is that even though [...]

September 2020 Commentary2021-07-13T14:27:18-06:00

Commentary August 2020


MORE THAN INVESTMENTS Jim Shellenberger, CFA | Financial Advisor I wanted to take the time this month to remind you of the many offerings we have outside of investment management. Our intention is always to offer a comprehensive package of tools for you and your financial situation. Below, you will [...]

Commentary August 20202021-07-13T14:41:23-06:00

June 2020 Commentary


"Free and Easy Down the Road I Go"-Dierks Bently Jim Shellenberger, CFA | Financial Advisor By the very definition of investing, we set aside money to build wealth over time. Most of us approach an investment and hope to make money or “let our money go to work for us.” [...]

June 2020 Commentary2021-07-13T14:34:44-06:00

October 2019 Commentary


We learn that many times the wait is worth it. "Wouldn't it be nice if we were older, then we wouldn't have to wait so long?" The Beach Boys Have you heard of the Stanford marshmallow experiment? It was a study on delayed gratification where young [...]

October 2019 Commentary2021-07-13T14:29:32-06:00



Biblically Responsible Investing Biblically Responsible Investing (BRI) is a way of investing to align your faith with your financial choices. We know that values guide the way we speak, what we say, and everything we do. It is not as common to think about investing and biblical values and the impact the combination [...]

BRI Ad2021-03-29T14:09:25-06:00

May 2020 Commentary


Downturns are not enjoyable and can create larger bumps in the road, but if we look further on, time, eventually, seems to be our friend. "Ob-La-Di, Ob-La-Da, Life goes on" - The Beatles Jim Shellenberger, CFA | Financial Advisor If the markets could speak, I envision [...]

May 2020 Commentary2021-07-13T14:30:46-06:00

April 2020 Commentary


Control the things you can control. Make sure you plan for the worst and hope for the best and try to have living expenses covered in emergency savings. "It's been a long time since I walked through this old town"-Kenny Rogers Jim Shellenberger, CFA | Financial Advisor [...]

April 2020 Commentary2021-07-13T14:43:44-06:00

December 2019 Commentary


"You may not know it now, but you're gonna miss this" -Trace Adkins The investment world is always changing. In 1917, U.S. Steel was the largest US stock followed by American Telephone & Telegraph1, and today it is Microsoft, followed by Apple. Many times, these changes in the largest companies are for the better, meaning [...]

December 2019 Commentary2021-07-13T14:40:28-06:00

August 2019 Commentary


"Just as Free, Free as We'll Ever Be" -Zac Brown Band A study done by Lee and Coughlin from the MIT AgeLab looked at people’s perspectives toward retirement based on different factors like sex, age, and demographics.1 They asked 921 people to associate a word with retirement and one of the top ten words used [...]

August 2019 Commentary2021-07-13T14:42:36-06:00
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