Retirement:  Expanding the Adventure

Retirement: Expanding the Adventure

“We’ve always been the couple who wonders ‘what’s over the next hill?’.”  There’s an appeal to discovering what’s on the other side for the Headworths.  They might get to see something they’ve never seen, meet a new friend or find a river to float and...
Mother Teresa’s Investment Advice

Mother Teresa’s Investment Advice

The events from the last couple of years make Thanksgiving and the days that follow extra poignant. The loss and chaos that has tattered our recent days certainly highlight just how much we can be grateful for. Joy is found to be linked to gratitude. We wanted to...

2021 Market Update: 3rd Quarter

After a great start to the quarter in July and August, September was when the storms hit. Here in the U.S., markets pulled back significantly. The Dow declined by 4.2 percent for the month and 1.46 percent for the quarter. The S&P went down by even more for the...
Veteran Highlight:  Roy Bechard

Veteran Highlight: Roy Bechard

“I wouldn’t take back that time for anything.”  Roy Bechard, SRP client, highly values his time in the Navy serving in the Vietnam war because it helped shape his highest values.  “I got a world of experiences in those 4 years.”  While Roy definitely visited...