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What is wisdom?  We are all on this life journey together, and I invite you to walk along side us to explore the answer together.  Whether it’s general concepts from the financial industry or exploring Biblical financial principles, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Friday, August 11, 2017

FOR IMMEDIATE RELEASE LORAN GRAHAM LEADS SESSION AT LPL FINANCIAL NATIONAL CONFERENCE SPOKANE, Wash. — August 1, 2017 — Loran Graham, CPA, CFP®, president and CEO of Loran Graham Company, recently attended LPL...

 

Friday, July 28, 2017

Midyear Outlook 2017: A Shift in Market Control The LPL Research Midyear Outlook: A Shift In Market Control states the following four themes may be key to the markets over the balance of 2017: Monetary policy: Slow path to...

 

Monday, April 10, 2017

Spring is a time of renewal and regeneration. It is also a time to get organized and simplify your life. From closets to garages to file cabinets, now is a great time for reducing clutter...

 

Thursday, March 2, 2017

Tax season is upon us, which is often associated with pain and distress. The truth is, I don’t think anyone really enjoys paying taxes. It is probably right up there on the list with root canals and Brussel sprouts (although my...

 

Friday, December 30, 2016

In 2016, financial markets, the economy, and geopolitics experienced an unusual number of milestones. While markets are testing new directions, it’s easy to overemphasize change, putting a spotlight on uncertainty and playing up...

 

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Monday, November 28, 2016

Steve Jobs once said, “Great things in business are never done by one person; they’re done by a team of people.” At LORAN GRAHAM Co, we take a team approach to client service...

 

Monday, October 10, 2016

As we watch the leaves change colors to brilliant shades of red, orange, and yellow, it is fun to look back and reflect on an eventful summer at LORAN GRAHAM Co. After settling into our new office location in the heart of downtown...

 

Monday, August 1, 2016

As we embark on the second half of 2016, the headlines and much of our attention will be focused on the 2016 presidential election, which can distract us with the barrage of promises and heightened political drama. Against that backdrop...

 

Friday, July 1, 2016

Due to the remarkable expansion of our business, in April 2016 we moved our office from the Historic Flour Mill to the 10th floor of the Chase building at the corner of Howard and Main Avenue in the heart of downtown...

 

Wednesday, December 30, 2015

A key to success, in life and investing, is juggling the familiarity and wisdom of old routines with the adjustments demanded by an ever-evolving world. As we look forward to 2016, the LPL Research team expects a return to routine for...

 

Wednesday, July 29, 2015

2015 Midyear Outlook - Some Assembly Required. Few things can dampen the excitement of seeing the delivery of a long-awaited package on the porch than three words—“some assembly required.” Whether it is navigating the...

 

Tuesday, June 30, 2015

Undergraduate education is an important building block and a great way to build community, but ultimately it is what you do with your life that matters most.

 

Tuesday, December 30, 2014

As we look ahead to 2015, we see a year that will be marked by transitions. Likely changes in monetary policy around the world, the return of volatility, and the recent shift in the political balance of Congress could mean 2015 is a...

 

Saturday, July 26, 2014

Investor's Almanac Field Notes At this year’s halfway point, we offer the LPL Financial Research Mid-Year Outlook2014: Investor’s Almanac Field Notes containing key observations and updates to our outlook for 2014. Similar...

 

Saturday, July 26, 2014

Key Principle to Building Wealth: Spend Less Than You Earn. The wisdom is in the simplicity of the statement. Leonardo da Vinci said it this way: “Simplicity is the ultimate sophistication.” Here's the problem: Our consumer...

 

Saturday, June 21, 2014

Aligning investment choices with biblical faith values provides an opportunity to aim for the best return (within each client’s individual risk tolerance, needs and objectives) and at the same time strive to make a positive...

 

Thursday, May 15, 2014

Business leaders and CEOs face constant pressure with all the demands placed on their time. Even so, many successful leaders carve out time for reflection weekly, monthly and quarterly to sharpen the saw. Why? If we are not intentional...

 

Wednesday, April 2, 2014

Last quarter we took a brief sabbatical from blogging and social media posts to reflect on the question, “What is the purpose of a post?” In a word, the answer is engagement. Blogs and social media are intended to create...

 

Friday, February 21, 2014

Certain financial and lifestyle choices may lead you toward a better future. Provided by Loran F Graham, CPA, CFP® Some retirees succeed at realizing the life they want, others don’t. Fate aside, it isn’t merely a...

 

Monday, January 20, 2014

A lack of vision is often the answer to that question. Many are the stories of family wealth lost. In the late 19th century, industrial tycoon Cornelius Vanderbilt amassed the equivalent of $100 billion in today’s dollars –...

 

Friday, December 6, 2013

A farming almanac is an annual publication containing a guide for the coming year and a forecast of the times and statistics of events and phenomena important to growing. Farmers' almanacs have been a source of wisdom, rooted in the...

 

Tuesday, December 3, 2013

To help carry out our vision and mission, Loran Graham Co. is committed to excellence in Biblically Responsible Investing (BRI). Many are familiar with the concept of socially responsible investing (SRI), which over the past 20 years...

 

Saturday, November 16, 2013

What is a vision statement? I was recently inspired by Simon Sinek’s book, Start with WHY, in which he explains it is “a public statement of the founder’s intent—a statement to the world for why the company...

 

Saturday, September 28, 2013

What could be a more idyllic than concluding the summer with great food, live music, and the company of good friends on beautiful Lake Coeur d’Alene? In September we hosted our 3rd Annual Client Appreciation and Referral...

 

Tuesday, July 9, 2013

The investment landscape for the first half of 2013 has proven to be a tough one to navigate. And, LPL Financial Research believes that this will continue through the second half of this year. There is a lot of rocky terrain and...

 

Wednesday, June 26, 2013

Last week we saw this headline: “Worst day of the year for Dow, S&P500”* (see related article post on our Facebook page here “Dow plunges on Fed Fears”). Fear is the natural human response, and the media seizes...

 

Tuesday, June 4, 2013

Earlier this spring I built a play set for my children, complete with a slide, swings, and tree house. It was a labor of love, fumbling with instructions for 20+ hours with the help of family members to construct it. As any parent will...

 

Monday, May 6, 2013

Have you ever been nervous about giving a speech? This week we had fun producing a video for our company website. While it was more of an interview than a speech, I still had to focus on getting the butterflies to fly in formation...

 

Monday, April 29, 2013

Have you ever visualized something that you wanted for the future? I remember my swim coach always telling us to close our eyes and to imagine swimming the entire race and winning it long before stepping onto the starting block. While...

 

Monday, April 22, 2013

A look at how one can greatly affect the other. Provided by Loran F. Graham, CPA, CFP® Is the bond bull history? Bond titan Bill Gross called an end to the 30-year bull market in fixed income back in 2010, and he has repeated his...

 

Monday, April 15, 2013

Earlier this month, I received a Google alert informing me that I had died. The email read, "Click here to view Loran Graham's obituary...” Following the link with intense curiosity, I learned that someone else having the same...