Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

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 Third-Party Verification

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

What is the Kiddie Tax?

When you become a parent, you will likely start to do everything in your power to

The Importance of Regularly Checking Your Bank Statements Subscriptions

In an increasingly automated world, where subscriptions can be started with a single click and charges