Blog Posts

What’s the #1 service people wish their financial advisor would provide? Tax planning. People like to save money on their taxes – who

We recently had the honor at presenting at the inaugural FIERCE conference – an organization founded by and for women. Their mission is to

“Why should I invest in the market when I can get a guaranteed five percent right now?” What a great question. And with

Most asset classes took a breather in the third quarter from the strong first half of the year. The early part of summer brought a

Are YOU Feeling Very Secure?

Somewhat ironic perhaps? “Social Security” conjures up neither feelings of security nor being very social these days. It’s simply not new news that our

“Even though I have a big presentation to give at work today, it’s my mother’s birthday, and I promised to coach my daughter’s soccer practice

While “everything” is admittedly dramatic, it is intentionally dramatic with the hope of grabbing your attention. After all, we are competing for your time

Does the grass sometimes look greener on the other side? Friends and neighbors just cashed in on the investment of a lifetime?

Tax Planning for the Years Ahead  – A Reminder of the TCJA Tax Laws Scheduled to Sunset With the end-of-year tax planning season knocking on

Markets go up and markets go down over the course of an economic cycle, but the long-term trend is “Up and to the Right”, making

There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills and resources

Biblically Responsible Investing (BRI) seeks to align an investor’s faith with their investments. However, the inherent subjectivity of aligning an investor’s values with a fund