Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

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

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

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

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

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

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

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

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 …

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

Can I Retire with $1 Million?

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