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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Blog

Financial Lessons For Your Teen

Dec 28, 2015
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The Importance of a Named Beneficiary

Oct 8, 2015
Many people do not realize the importance of having a beneficiary listed on their retirement account or investment...
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Should Investors Sell After a "Correction"?

Sep 18, 2015
As an investor, how should you respond to a market correction such as the one we experienced over the past month? Please...
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Investors Beware: The Media Noise can be Deafening

Aug 4, 2015
Most people would argue that living in a digital world, with instant access to an endless stream of information has made...
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The Keys to Building Wealth

Jul 10, 2015
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The Very High Cost of Waiting to Save for Retirement

Apr 17, 2015
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Life Insurance Advantages

Jan 29, 2015
The purchase of a life insurance policy will never make most peoples’ top ten list of favorite things to do. After all...
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How Confirmation Bias Could be Hurting your Investment Performance

Dec 12, 2014
Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet...
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Document Shredding Event and Holiday Open House on December 9, 2014

Nov 21, 2014
Categories
Holiday 2014
shredding
what to shred
Announcing...a FIRST Financial Group Document Shredding Event All FIRST Financial Group clients are invited to attend...
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How much do I need for Retirement?

Oct 29, 2014
Clients often ask us, "How much do I need for retirement?". For each individual the answer will be different due to...
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Markets Have Rewarded Discipline Over Time

Oct 17, 2014
In the past few days we have seen much volatility in equity markets. For many investors this causes fear and even panic...
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Managing Investment Risks

Sep 19, 2014
In my opinion, it is impossible to predict future stock market returns. Investment models can produce hypothetical...
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