A Year of Resilience and Growth in the Face of Challenges
As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months. It's a time to...
Read More
Thank You!
We have so much to be thankful for this year, most of all YOU! Wishing you and your family a safe and Happy Thanksgiving...
Read More
The Difference the Right Financial Advisor Makes
A financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long...
Read More
First Trust Sales Insight Forum
Last week, Tommy and Debbie attended the First Trust Sales Insight Forum in Nashville, TN. The day focused on current...
Read More
Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive...
Read More
Investing Is a Science, an Art, and a Practice
Professional money managers have offered their services for centuries, but until the 1960s, there was no empirical way...
Read More
Happy 4th of July
Wishing you all a very happy and safe Independence Day!
Read More
When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what...
Read More
When Headlines Worry You, Bank on Investment Principles
On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later...
Read More
What does "Wealth" Mean to You?
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
IRS Woes: Don't Let Taxes Derail Your Retirement Plans
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
Read More
Debt and Retirement: Can You Handle Both?
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More