The financial literacy pandemic is very much apparent today. Financial education can contribute to resolving many of the difficulties plaguing America.
Rethinking Your Retirement Portfolio Mix
5 Great Investing Books for Beginners
The Importance of Estate Planning
2Q 2020 Market Letter
ISN’T THIS WHERE WE CAME IN? The title with which I was originally tempted to open this quarter’s piece was “What a Long, Strange Trip It’s Been!”, one that (those of you keeping score will know) we have actually used before – specifically, in our 2016 year-end wrapup. Seriously: what better way to encapsulate THAT rollercoaster ride of a year?! We had to be witnessing the peak in uncertainty, volatility, and insanity, right?? Or so we thought!
1Q 2020 Market Letter
Market Correction Update
4Q 2019 Market Letter
How to Set Investment Goals to Reach Financial Independence
How low will the Fed go?
5 Signs You're on Track for a Secure Retirement
Why Financial Planning is Important for Your Future?
Beginners’ Guide to Asset Allocation, Diversification, and Rebalancing
3Q 2019 Market Letter
Interview Series: Top 5 Questions from our Clients
We interview our CEO Larry Hood and CIO Jim Ayres about the top 5 questions that clients are asking them during these strange times.