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 ages and economic standings, I am always amazed at how many people do...

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Market Update 3/30

Posted by Jeff Thomas on March 30, 2020
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Three Dials Deep Dive: Economic Fundamentals

Posted by Ethan Pollard on March 30, 2020

In an effort to help clients and the general public to understand our investment methodology, this post is the second in a three-part deep dive into each of our firm’s Three Dials, which serve as the backbone of our proprietary portfolio construction model. The goal...

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Three Dials Deep Dive: Momentum

Posted by Ethan Pollard on March 30, 2020

The Three Dials Deep Dive series is designed to help clients and the general public to understand our investment methodology. Over the past several months, we have been exploring each of our Firm’s Three Dials, which serve as the backbone of our proprietary...

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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 experts or to cover every detail of the various concepts covered.  The...

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Three Dials Deep Dive: Valuation

Posted by Ethan Pollard on March 30, 2020

As you may know, our firm uses a proprietary asset allocation model we call “The Three Dials”, wherein we look at three primary indicators in the markets and the overall economy that tend to determine the performance of financial assets. 

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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 is a universal tax break for charitable donations for the 2020 tax...

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Thriving Family Principle: 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 money managers. He wagered that over the next ten years, a low-cost,...

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Market Update 3/23

Posted by Jeff Thomas on March 23, 2020
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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 large, well-respected organization and Sue had stopped working outside...

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Market Update 3/16

Posted by Jeff Thomas on March 16, 2020

 

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Market Update 3/12

Posted by Jeff Thomas on March 12, 2020
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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 remain alarming and these significant one-day drops in stock indexes can...

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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
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