“You don’t have to be brilliant, only a little bit wiser than the other guys, on average, for a long, long, time.” – Charlie Munger                                                                                                                                                Happy 2024!  We are grateful to roll into this new year with you and pleased to report strong portfolio results for the year just ended. At the end of…

Seasons Greetings! As we quickly move into preparing for the Holiday season, we wanted to be sure to remind you of a few year-end deadlines for 2023, as well as prepare you for planning updates in 2024. Let’s Start with Some 2023 End of Year Items:  Requests and processing times increase as we approach December,…

“Speed is irrelevant if you are going in the wrong direction.” – Mahatma Ghandi Is it just us, or does everything just seem to move faster these days? We’ve long known the world (and hence markets) to be a noisy place, full of all sorts of things vying for our attention, but our always-on media…

Last week we celebrated six years as an independent advisory firm. Let us be clear, all our reasons to celebrate come back to the wonderful group of clients and friends of the firm who journey with us, so thank YOU for this milestone! When we set out, we kept one question above all the others: “Can we…

“The only time to eat diet food is while you’re waiting for the steak to cook.” – Julia Child   I love the taste of an ice-cold Diet Coke. Especially with Mexican food. Apparently, the World Health Organization thinks I should not have too much of it though. Something about the artificial sweetener, I guess.…

At Tschetter Group, our mission is to give people optimism about life and money. As we’ve pressed into this mission, we’ve learned one of the most important components of inspiring optimism is to give people confidence in every financial decision they make. As the world evolves around us and we continue to get inundated with…