Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Morgan Wallen Proves Diversification is Your Friend

Morgan Wallen Proves Diversification is Your Friend

Love him or hate him, Morgan Wallen is a beast of an artist. He just dropped

Start Early: Why Investing Young Pays Off

Start Early: Why Investing Young Pays Off

Young professionals have one major advantage in building wealth: time. Starting to invest early creates long-term

These Are the 7 Accounts You Need in Retirement

These Are the 7 Accounts You Need in Retirement

I’ve spent 13 years as a financial advisor, and I’ve seen how proper planning is the

Your CPA May not be Giving You Tax Advice

Your CPA May not be Giving You Tax Advice

I surprised a client the other day when we gave him some thoughts on his taxes.

Please Stop Buying Insurance on Small Items

Please Stop Buying Insurance on Small Items

If it costs less than $500 to replace, please do not buy insurance on it. I

Five Financial Habits That Changed My Life in College

Five Financial Habits That Changed My Life in College

My name is Griffin Eberly, I am currently a student at the University of Louisiana at

Do You Know What Your Retirement Number Is?

Do You Know What Your Retirement Number Is?

Planning for retirement isn’t just about saving money — it’s about knowing how much you need

I’m Not Supposed to be an Advisor

I’m Not Supposed to be an Advisor

Fifteen years ago, I had a different plan. I thought I was going to be an

How to Avoid Fraud When Using Your Phone Number for Thi …

How to Avoid Fraud When Using Your Phone Number for Thi …

Using your phone number for third-party verification can enhance security, but it also exposes you to

Can I Retire with $1 Million?

Can I Retire with $1 Million?

For years, the idea of saving $1 million for retirement has been seen as the gold