NWP Monthly Digest | June 2021
Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | June 2021

It feels good to wrap up a long holiday weekend as we honor those that lost their lives serving our country. We have been living in a period some refer to as the “Long Peace,” which began in 1945. Though wars have occurred during this time, they have been minor relative to some of the wars in our short history. Many site technology…

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NWP Monthly Digest | May 2021
Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | May 2021

In our line of work, we spend a lot of time discussing the concept of risk. Personal finance and risk are almost synonymous with each other. Risk tolerance assessment questionnaires, risk mitigation with insurance coverages, the risk that you’re not saving enough…you get the picture.

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NWP Monthly Digest | April 2021
Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | April 2021

April Fools! Oh my, what a tradition. It’s the one day a year we all have a weak excuse to orchestrate simple-minded jokes without facing the full recourse of our actions. But why do we celebrate this shallow holiday? Maybe it’s human nature, and we were always searching for justification for our distasteful actions. The exact origins of April Fools’ Day…

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NWP Monthly Digest | March 2021
Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | March 2021

Stevie Nicks wrote the great song Landslide in Aspen, Colorado in 1973. She was struggling with a very difficult decision in front of her on whether or not it was time for her to go back to school or to continue on in a toxic relationship with Lindsey Buckingham and their dream of becoming successful musicians. She was 27 years old…

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NWP Monthly Digest | February 2021
Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | February 2021

Just when it seemed like the world couldn’t get any more unpredictable, it did! Both the end of 2020 and the beginning of 2021 have given me a sustained aneurysm, not to mention the fact that I’m about to be a father! I know what you’re thinking: In this time? In this economy?! As I try to wrap my head around it, both professionally…

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NWP Monthly Digest | January 2021
Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | January 2021

My goodness, what a year! 2020, amiright?

The only thing I’m more sick of than the actual year of 2020 is having to hear about what an awful year it was.

Every year, right around now, the majority of us make pacts with ourselves to make us “better” (whatever that means)…

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NWP Monthly Digest | December 2020
Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | December 2020

As December begins, COVID cases are reaching new highs. Many Americans struggle to find work and plan their financial future. Whether you or your loved ones have dealt with health or financial issues, 2020 has been a tough year for almost everyone. Without minimizing the dire impact the pandemic has had, perhaps it has shown us what makes…

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NWP Monthly Digest | November 2020
Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | November 2020

This election, at least in my lifetime, has created more anger and anxiety than any other I can remember. It’s more than enough to last a generation, and I’m certain that my kids will never forget it as they move toward the age where they can actually vote. Normally, I hate the hyperbole that comes with headlines and news story…

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | August 2020


It’s August and the summer is wrapping up faster than my first-round exit at the Steamboat Tennis Championships last weekend. Normally, I would complain but after months of isolation from the shelter/safe-in-place orders, it’s just good to be outside. Participating in social events like this tennis tournament should help many see the light at the end fo the tunnel. It may seem like we will be in lock-down forever, but historically, pandemics are usually gone…

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