Investment Planning

Working with Wisdom

Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain - second only to your relationships with God and those you love most in life. Wisdom is achieved through years of watching, listening, observing and experiencing.

Social Security and Medicare - Are They Promises the Government Can Keep?

Retirement costs are going up and your retirement income is going down. If you haven’t started planning for it, don’t waste a minute more. Time is the best investment tool you have and you can’t get it back once you lost it.

Buyer Beware - Financial Products Sold With Bias

One size doesn't fit all when it comes to investing. Don't let fear and greed get in the way of your success.

Done Beats Perfect Every Time

Is there something you need to do today for the sake of your family or future? Check out this week's episode for more info. You don't want to miss this!

Investing Risks

One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be himself.” What Graham understood—and modern research is catching up to—is the idea that we all have emotions and biases that affect our decision-making. The innate wiring built to survive pre-modern times can be counterproductive in our modern world, especially when it comes to investing. Jim and Aaron were special guests this week on our Life Planning 101 podcast. You don't want to miss what they had to say in regards to our emotions and investing.

What Is Your Biggest Financial Concern?

Join us this week to learn about some important tips to help you have a strong financial foundation.

Are Your Investment Decisions Destructive?

Many investors make decisions because they think they have enough information when all they really have is nothing but cognitive noise. Don’t let that be you.

The 3 Rules for Simple Investing

Investing…Just the word can be intimidating. There are so many options available when it comes to investing. These 3 tips could possibly help you start growing your future and begin Living Life on Purpose!

Money Doesn't Have to Be Complicated

Money oftentimes brings out the extreme in people. Let us help you make it simple today so you can live Life on purpose!

We Are Due for a Market Correction

There is no crystal ball when it comes to investing, but a correction will occur at some point. Do you have a plan in place for when it does?

Health Savings Account - The Best Kept Secret

Since health savings accounts (HSAs) became available in 2004, we have found that very few people really understand their power.

Investing is Black & White

This week we sit down and interview our in-house CFA, Aaron Kennedy. He explains why we do what we do when it comes to investing.