Investment Planning

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.

Saving for Your Grandchildren

What do you really want to help your grandchildren accomplish? Is it higher education, a windfall for their retirement, taking care of the family they will have some day? Or is it a gift of wisdom that you wish to impart?

Have You Outgrown Your Advisor?

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Here's a little education about our industry.

Considering Investment Risk

The Dow hit another all-time high last week! Should you be celebrating… or worried? The market highs of last week will eventually be just a blip in history. Focus on the long-term—and your future.

Do You Cut and Paste Your Decisions About Money?

Many individuals make the assumption that money is about money. Well, it is and it isn’t. Money is a tool…but how it is earned, saved, invested, maximized, leveraged, taxed, lost, protected, spent, given, or inherited can be done in a million different ways. How can the word on the street be the right thing for you, your unique situation, your family dynamics, your past, your future, your goals, your feelings about risk?

Is Your Retirement Portfolio Built to Last?

The only guarantee is that there are no guarantees in life. When you retire there is no guarantee what the next three years will be. And, if you are retired, there is no guarantee what the next three years will be. The key is to plan for just this.