We’re excited to share a team update and celebrate Kelli Porter, Ailyn Castillo, and Eli Gripp as they step into new roles at Tschetter Group. Kelli will be joining our leadership team in the newly created role of Director of Planning & Service. In her five-plus years with Tschetter Group, Kelli has been instrumental in…

The stock market, as represented by the S&P 500, began 2025 on a positive note advancing nearly 5% through mid-February and hitting an all-time high of 6,147.  The market then proceeded to enter correction territory (defined as a 10% decline from the most recent peak) through March 13th.  We recognize this downturn caught many off…

  “Creativity is intelligence having fun.” – Albert Einstein   As we close 2024 and look ahead to this new year, our team is immensely grateful for your trust and engagement in this partnership journey as we work to cultivate and fulfill your unique intentions for wealth. Thank you.   We’re also happy to report…

“The smallest ripple can start a wave that becomes a tsunami” – Japanese Proverb   “I alone cannot change the world, but I can cast a stone across the waters to create many ripples” – Mother Teresa   It’s hard to believe we’re already staring down the home stretch of 2024, with the holiday season…

“Though one may be overpowered, two can defend themselves.  A cord of three strands is not quickly broken.” – Ecclesiastes Warm summer greetings!  It’s our sincere hope this finds you experiencing abundance in every dimension, coming off 4th of July celebrations and enjoying the early days of summer. On the heels of celebrating independence, we…

“Context is decisive” – Werner Erhard Conscious or not, each of us—individually and collectively—operate inside of a context. A set of narratives, sometimes created by us and sometimes for us, some helpful and some not, powerfully shapes our thoughts and actions. We are ultimately responsible for the narratives we choose, and they are decisive. Your Tschetter team…

“In the physical world, great buildings are linked to their architect while those who had poured the concrete or installed the windows are soon forgotten.  Berkshire has become a great company.  Though I have long been in charge of the construction crew; Charlie should forever be credited with being the architect.” – Warren Buffet This…

Every few years, we find ourselves inundated by presidential election-related news, noise, and campaign ads. It can be a deafening drumbeat of scare tactics, exaggerations, and unattainable promises, all aimed at swaying voters one way or another. In the last presidential election cycle (2019-2020), the Federal Election Committee reported that presidential campaigns spent $4.1 billion,…

“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…

“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…