How to engage your next gen around finances - Day 2

Posted by Josh Arrington on March 31, 2020

Welcome to day two of our Financial Basics information.  Today, we are taking on a subject that is crucial to financial success - budgeting.  Sadly, in all areas of life and among people of all...

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Market Update 3/30

Posted by Jeff Thomas on March 30, 2020
Market Update 3.30.20_1
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How to engage your next gen around finances - Day 1

Posted by Josh Arrington on March 30, 2020

Welcome to an opportunity to bond with your children and to teach them some valuable lessons they may not learn in our traditional education system.  The goal is not to turn them into financial...

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Tax Break for Charitable Donations in New COVID-19 Stimulus Bill

Posted by Conner Combs on March 26, 2020

New information has come out about the relief package the Senate passed in response to the COVID-19 outbreak. There are many provisions in this 900 page bill but one of the overlooked provisions...

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Simplicity Wins

Posted by Ethan Pollard on March 26, 2020

In 2007, Berkshire Hathaway chairman Warren Buffet, who is widely considered to be one of history’s most successful investors, issued a challenge to Wall Street’s largest and most sophisticated...

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Market Update 3/23

Posted by Jeff Thomas on March 23, 2020
3.23.20 MarketUpdate
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Having a Financial Plan Reduces Stress

Posted by Josh Arrington on March 17, 2020

Twenty years ago, when I was new to working in the world of wealth management, I started working with two wonderful new (married) clients—James and Sue.  James was a well-respected engineer for a...

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Market Update 3/16

Posted by Jeff Thomas on March 16, 2020

 

3.16.2020
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Market Update 3/12

Posted by Jeff Thomas on March 12, 2020
MVI_0288
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Market Update 3/9

Posted by Ethan Pollard on March 10, 2020

Markets are off to a rocky start this week, as continued coronavirus fears combined with a global price war in the oil markets to send global stocks into negative territory. While the headlines...

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February 2020 Market Commentary

Posted by Ethan Pollard on March 6, 2020
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Market Update 3/3

Posted by Jeff Thomas on March 3, 2020
3.3.2020 final
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