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Friday, October 28, 2016

Fall's the Time to Organize It seems that it is the season to clean up, organize, and plan for the year ahead. Certainly, we have all seen that our home improvement stores are out there once again rallying for us to buy shelves,...

 

Friday, October 14, 2016

Questions & Answers Learn how to manage the ups and downs of your investments. Take control of your investments and make the most out of uncertain times. Conducted by Jess Ryan, Financial Advisor, AIF® Saturday, October 22nd 11:00*...

 

Friday, September 2, 2016

We Give Back At Sandy Patrick, CFP® we believe in the joy of enriching the lives of our clients and our community. You are welcome to invite friends, family or neighbors. Space is limited. Reservations are required. Please call 307...

 

Friday, August 5, 2016

Sandy Patrick, CFP® is donating our time to teach personal finance for Laramie County Community College’s Life Enrichment this month. Workshop is four hours total (two sessions each of two hours). Registration through Laramie...

 

Friday, August 5, 2016

You’ve probably heard a lot about Brexit by now. It might seem like a strictly British affair, but it actually has profound economic implications for us here in North America. It’s our responsibility to inform you about...

 

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Friday, July 15, 2016

Our nation just celebrated its 240th anniversary of independence. I thought it would be good to reflect on the blessings of being an American. It is very easy for us to think about what is wrong with America. Everyday we are bombarded...

 

Monday, July 11, 2016

Our nation just celebrated its 240th anniversary of independence. I thought it would be good to reflect on the blessings of being an American. It is very easy for us to think about what is wrong with America. Everyday we are bombarded...

 

Wednesday, June 29, 2016

Focus on Client Service We’re also going to update you on who does what in our office, as there have been some new faces added with our recent growth. We believe very strongly in an ensemble approach, which means you can always...

 

Friday, June 17, 2016

Money Talks Sandy Patrick, CFP® is donating our time to teach a workshop on Investment Strategies for Retirement workshop for Laramie County Community College’s Life Enrichment. The workshop is four hours total (two sessions...

 

Wednesday, June 8, 2016

Money Talks Sandy Patrick, CFP® is donating our time to teach personal finance for Laramie County Community College’s Life Enrichment this month. Both workshops are four hours total (two sessions each of two hours)....

 

Thursday, May 26, 2016

A Soldier’s Pledge Every Memorial Day, we as a nation stop to think about the courage and sacrifice shown by the men and women who have served our country. We visit the graves of family members who gave literally all that they...

 

Tuesday, May 10, 2016

We are delighted Jess has joined us. He has almost five years of experience as a Financial Advisor with Edward Jones in Georgia. He and his wife, Danielle (Jensen-Ryan) are Wyoming natives and University of Wyoming graduates. They are...

 

Thursday, January 14, 2016

Here at the beginning of the year, I am reminded of one of my favorite quotes: “Every man should be born again on the first day of January. Start with a fresh page. Take up one hole more in the buckle if necessary, or let down...

 

Tuesday, August 11, 2015

Making the right choice for your futureThe financial industry seems to have its own special language; you might even think we have our own secret handshake, too! Let us help you demystify the process and get you on track to reaching...

 

Friday, May 8, 2015

The other day, I was talking to one of my clients, who has moved quite a bit and had employers in different states. I suggested she should check for any funds that may have been lost through moves.

 

Friday, May 8, 2015

We are all familiar with the concept and importance of investment diversification and asset allocation. But tax diversification is likewise essential.

 

Wednesday, May 6, 2015

The other day, I came across this anonymous story, that so reminds me how we all should approach each day:“On a gloomy, rainy morning, it came little 8-year old Tommy’s turn to say the blessing at breakfast.

 

Wednesday, May 6, 2015

St. Patrick’s Day has become a holiday far-removed (think green beer) from its roots.

 

Wednesday, May 6, 2015

While filling your vehicle with gas, you may have noticed something strange going on. Suddenly, prices at the pump are lower than they’ve been in years.