In this week’s video we introduce you to Jon Heideman, one of our newest colleagues. Jon is a very exciting addition to the team, as you’ll see, both for his tremendous experience and talent, but also his fun personality.

This week we discuss the importance for married couples to BOTH engage in the planning process from a meaningful conversation of their top priorities, dream and fears to the trade-offs necessary to achieve them and how an advisor can play a critical role in coming alongside couples as they do.

In a week that saw disgraced financier Bernie Madoff pass away, we discuss the importance of defining BOTH one’s risk tolerance and risk budget to build a solid plan to help avoid the temptations brought by greed and fear that make such monsters possible.

As we all know, this has been a crazy year. With this, Congress and both Administrations, have enacted a few laws to help America weather the storm and update certain standards over the last year. There has been the “CARES Act,” the “SECURE Act,” and the “American Rescue Plan” that may have impacted you. Check out this week’s commentary for more information from our very own Jon Heideman aka “Mr. Rogers.”

This week we discuss some of the “prices that must be paid” to be an investor, most notably embracing volatility and change for what lies ahead – along with outlining some of the common reasons investors and advisors fail to do so.

Over the last few weeks we’ve been discussing items Beyond The Portfolio. This week I’ll cover 10 reasons that might prompt you to take a look at your will and see if it needs to be updated.

We run-through a common confusion for many investors in an industry with many new terms. Which of these are simply the buckets that hold your wealth, what items are actually your investments, and how do they work together to build your wealth?

Many individuals determine the "value" they are receiving based on their account balance. While return is important when it comes to our business, we explore lesser-known areas to provide additional value in your financial house. At the end of the day, it is not how much you make but rather how much you keep.

We look back at where things stood a year ago with the declaration of a pandemic and a market in meltdown to both remember how far we’ve come and glean some helpful reminders as we move forward.

We help explain this week’s “panic” and put it in some context, while also explaining not only are most people’s fears unnecessary but how some simple shifts could make a big difference.

Calls for Armageddon and market crashes grow (as fantasy patterns appear); are they justified? And what would you do if they were?

Tim and Brian walk through the five key aspects of how we select funds/managers for portfolios here at TEN Capital.

Tim and Jake discuss one key aspect of what makes TEN so different, and how we approach relationships is so critical to helping people achieve their dreams.

Tim and Brian walk through our investment process here at TEN, specifically as it relates to how we think about allocating a portfolio to sustainably build and maintain wealth over time.

We breakdown the details around the headline grabbing story involving Gamestop and the battle between a group of Reddit users and multi-billion dollar hedge funds; as well as the discuss some key takeaways for serious investors.