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The picture above shows the results from a quick Google search for “...


What does every woman want? An advisor who ‘gets it’

Jessica Bokhart, CFP®

When Linda walked into my office last week, she was looking for urgent help. After her husband Paul’s death just a few weeks ago, she felt lost...


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...

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