Blog Topic: Investment Management
11.02.18

Market Volatility ≠ Your Volatility

Kyle Thompson, CFP®, CPA

The picture above ...

10.15.18

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...

09.19.18

Considering an annuity? Know the facts first

Kyle Thompson, CFP®, CPA

Mention the word annuity to anyone and you’re likely to get a...

07.19.18

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

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05.23.18

Life happens! Make an emergency fund your #1 goal

Jared Defore, CFP®, CPA/PFS

Have you read this alarming statistic? According to

Parents: Don’t wait to start that 529 Plan!

Katie Fischer, CFP®

Parenting is no easy task. Boy, is that an understatement! As a relatively...

11.17.17

When cooking up holiday treats or your financial future, smart planning is key

Aaron Williams, CFP®

I’m not the main cook in our house (I give my wife full credit for putting amazing meals on the table every day!), but I do love to eat—and...

10.20.17

Is your portfolio at risk in today’s bull market? The numbers tell the story

Kyle Thompson, CFP®, CPA

The Dow rolled past 23,000 last week for the first time in history, creating yet another milestone for a bull market that just keeps going… and goi...

06.12.17

When it comes to money, are you your own worst enemy?

Aaron Williams, CFP®

Economist Benjamin Graham may have said it be...

04.10.17

3 Simple Rules for Investing in Tomorrow

Kyle Thompson, CFP®, CPA

Investing in your future should be pretty simple, right? You identify your goals, create a portfolio designed to help you meet those goals, and fol...