Bridgeriver LLC October 2019




On a Personal Note …

This month I want to talk about a few personal stories rather than the financial topics I often cover. First up, this summer my family and I took a trip to Washington, D.C. I’ll get the worst of it out of the way right now: My kids did a lot of complaining. Of course, it was mostly about all the walking we did as well as the heat. Thankfully, they weren’t complaining about all of the historical sites we visited. I believe every family should make a trip to Washington, D.C. It’s important to see history up close and personal. On our trip we visited the White House (which we toured), the Lincoln Memorial, the Vietnam Veterans Memorial Wall, and the Arlington National Cemetery.

Walking around Washington puts a lot of American history into perspective. When you walk along the Vietnam Veterans Memorial and see all the service members’ names engraved, you really see how many people lost their lives fighting in Vietnam. In many respects, the Arlington National Cemetery evokes a similar response. You see the burial sites of so many people who served their country dating back to the Civil War and earlier in a few cases. When people talk about fighting for freedom, this is it. Many people buried here were a part of history and that greater fight for freedom. Of course, just walking up and down the National Mall, there is so much to see and do. It’s unbelievable how much history exists on a few square miles from the Capitol Building to the Washington Monument, to the Smithsonian (and the Smithsonian National Air and Space Museum as well as the Smithsonian National Museum of Natural History). Washington, D.C. isn’t a place you can visit and see everything in one trip. With so much to take in, it can be overwhelming. If you’re thinking about visiting the capital, I recommend developing an itinerary and visit a few spots you really want to see, saving the rest for another trip or two (or more).

moving into a new office! This is a huge step forward for Bridgeriver Advisors.

We’re growing! More people will be joining the Bridgeriver team.

As I write this, we’re doing a full buildout for the new office, and we’ll have significantly more space for new advisors. New advisors mean we can do even more for our clients, and that’s really what it’s all about: more one-on-one time, more resources, more of everything. It’s an exciting time. If everything goes to plan, the new office should be done this month. It should be, ideally, a seamless transition. We’ll be moved in and ready to go.

-Dan Casey

The second thing I want to mention is a change happening right here in Michigan. I’m



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