Economic and Financial Market Commentary: Q3 2018

Kevin Ervin, CFP®, CPA

After a generally positive investment environment for the third quarter, both stock and bond asset classes have come under pressure in the first co...


Considering an annuity? Know the facts first

Kyle Thompson, CFP®, CPA

Mention the word annuity to anyone and you’re likely to get a mouthful of fervent advice. One person will tell you an...


When life gets digital, so must your estate plan!

Katie Fischer, CFP®

In the past two decades, technology has completely changed our lives. The Internet, personal computers, and social me...


Announcing the king of all savings accounts: the HSA

Aaron Williams, CFP®

If you have access to a Health Savings Account (HSA), I have some great news: your HSA is, hands d...


Economic & Financial Market Commentary: Q2 2018

Kyle Thompson, CFP®, CPA

“If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.” – George Soros

The a...

Like What You've Read?

Learn more about this topic and other tips for managing your financial future by signing up for our blog to be delivered straight to your inbox. 

Sign Up