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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. We are going to attempt to take a different look at investing, insurance and financial planning. So keep checking in. We’re glad to have you reading along.

 

Tuesday, November 6, 2018

Unfortunately, most articles out in the media today focus on a few financial topics; reducing spending/budgeting, paying down debt, buying a house and investing in low cost index funds. While all these topics are important there is one...

 

Thursday, October 18, 2018

Unfortunately, most articles out in the media today focus on a few financial topics; reducing spending/budgeting, paying down debt, buying a house and investing in low cost index funds. While all these topics are important there is one...

 

Friday, October 12, 2018

Unfortunately, most articles out in the media today focus on a few financial topics; reducing spending/budgeting, paying down debt, buying a house and investing in low cost index funds. While all these topics are important there is one...

 

Wednesday, September 12, 2018

Unfortunately, most articles out in the media today focus on a few financial topics; reducing spending/budgeting, paying down debt, buying a house and investing in low cost index funds. While all these topics are important there is one...

 

Wednesday, September 5, 2018

Unfortunately, most articles out in the media today focus on a few financial topics; reducing spending/budgeting, paying down debt, buying a house and investing in low cost index funds. While all these topics are important there is one...

 

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Friday, August 24, 2018

Chart of the Month Once a month, we will take a deeper dive into one of my favorite charts. The chart of the month will range from core investment philosophies to timely events. Overall, the goal of this series is to give investors a...

 

Wednesday, August 15, 2018

There are two irrefutable truths; kids like Halloween candy and college is expensive. In 2018, the cost of a four-year public in-state college would cost $20,770 on average. A four-year private college would cost almost $47,000 a year...

 

Thursday, August 2, 2018

For those of you that don’t know, Dez Bryant was a wide receiver that was drafted by the Dallas Cowboys in 2010. This past spring, Dez was released by the Cowboys after eight seasons, three Pro Bowls and one All Pro on his resume...

 

Thursday, July 26, 2018

Now that the tax cuts have had time for the dust to settle, what are you going to do about it? By now you are seeing a little more money in your paycheck and a good idea would be to save that extra dough. However, that’s not what...

 

Tuesday, July 24, 2018

Chart of the Month Once a month, we will take a deeper dive into one of my favorite charts. The chart of the month will range from core investment philosophies to timely events. Overall, the goal of this series is to give investors a...

 

Tuesday, July 10, 2018

Every business has a person that is vital to the health of the firm whether that is a top sales person, a key executive or a person with highly valuable industry knowledge. If you own a closely held business and you’re reading...

 

Wednesday, June 27, 2018

Buying a home is an exciting endeavor. Once a home is purchased, the moving trucks have driven away and the excitement has faded, you may ask yourself; “What is next?” Buying a home is a big financial step with definite...

 

Wednesday, June 20, 2018

Once a month, we will take a deeper dive into one of my favorite charts. The chart of the month will range from core investment philosophies to timely events. Overall, the goal of this series is to give investors a greater...

 

Tuesday, June 12, 2018

Wait, all of them? Maybe not all of them, but at least the most important ones. Disability insurance is often overlooked since most employers provide some form of group disability coverage. Unfortunately, most people never take the...

 

Wednesday, June 6, 2018

Let’s face it, no one wants to talk about dying. And no one wants to pay for something that they will never use. Why do so many people by life insurance then? Getting life insurance is one of the most selfless things a person can...

 

Wednesday, May 30, 2018

I see it all the time and it’s really not my client’s fault. There is so much information out there about what a person should do with their finances. Most of the advice out there focuses on investing, getting a great rate...

 

Wednesday, May 23, 2018

401k investment fund lineups are all relatively similar, but can be very confusing for the novice investor. They have a mix of active and passive funds, bond funds, specialty funds and stable value funds (i.e. cash accounts). If an...

 

Wednesday, May 16, 2018

Once a month, we will take a deeper dive into one of my favorite charts. The chart of the month will range from core investment philosophies to timely events. Overall, the goal of this series is to give investors a greater...

 

Tuesday, May 8, 2018

Engaging a financial advisor is a pretty big deal. The idea of handing over your finances to someone else can seem like a scary endeavor. Most people think that you need a significant amount of money before you can work with an advisor...

 

Thursday, May 3, 2018

Long gone are the days where you get a job, work there until you retire and get a gold watch for your troubles. Americans will now have several jobs over the course of their working lives. The question is; What should you do with your...

 

Monday, April 23, 2018

Let’s say you’re driving down the highway then suddenly, a pristine BMW whizzes by you. You sigh and think to yourself how nice it must be to drive a car like that. I get it, it’s nice to have nice things. As a...

 

Wednesday, April 18, 2018

When I started college, the total cost of a year of school at Bryant University was roughly $32,000 (which did not include books). 11 years later, that same institution costs over $50,000 a year. Inflation is the basic economic concept...

 

Wednesday, April 18, 2018

Once a month, we will take a deeper dive into one of my favorite charts. The chart of the month will range from core investment philosophies to timely events. Overall, the goal of this series is to give investors a greater...

 

Thursday, April 5, 2018

In my travels as a financial advisor, I’ve had the opportunity to meet a wide variety of people from all age ranges and backgrounds. After being in the business for over a decade now (where does the time go?), I’ve noticed...

 

Wednesday, March 28, 2018

With the recent events in Parkland Florida, there are numerous people that are looking for avenues to have their voices heard on social issues. One way to do that is to talk with your wallet. There are ways that investors can exclude...

 

Tuesday, March 20, 2018

Once a month, we will take a deeper dive into one of my favorite charts. The chart of the month will range from core investment philosophies to timely events. Overall, the goal of this series is to give investors a greater...

 

Wednesday, March 14, 2018

There are a lot of conflicting reports from financial “experts” about when the next stock market crash will occur. Some say a crash is imminent and we are on borrowed time while others say we are in for continued market...

 

Tuesday, March 6, 2018

In one corner, we have actively managed funds, the traditional investment choice of generations. In the other corner, we have passive funds, whom have grown exponentially in popularity over the past decade and a half. With Warren...

 

Tuesday, February 6, 2018

Wedding planning is the best time that you never want to have again. The bachelor or bachelorette party, the wedding shower and people doing things for you that they normally wouldn’t do are all fun experiences. Paying for the...

 

Thursday, January 4, 2018

With President Trump signing the tax bill into law recently, it’s time to look at how the new tax bill will affect you. There are many nuances to this bill, but there are a few items that will have the greatest impact for most...

 

Tuesday, December 5, 2017

If there is one thing parents love to do, it’s give advice and you know what, most of the time they are right. Sunscreen actually does work, vegetables are good for you and being polite doesn’t cost much, but it’s...

 

Tuesday, October 31, 2017

Most financial pundits will advise you to pay down debt as fast as you can since it acts as a drag on your overall finances. Having debt overall just sucks and the sense of accomplishment of paying off your debts can be an extremely...

 

Tuesday, October 3, 2017

It may sound hyperbolic, but the average investor is not aware of the many threats that can derail a successful retirement. Most people have heard of inflation or are worried about how impactful medical expenses can be to a retiree....

 

Tuesday, September 19, 2017

Most Americans now have access to a retirement plan; usually a 401(k) or 403(b). Unlike previous generations, most Americans now stay at a job for a few years before leaving for another opportunity. What is the best option for an old...

 

Tuesday, September 5, 2017

Even in a divided country, I think there is one thing all republicans and democrats can agree on; Donald Trump’s hair looks terrible. There are so many unanswered questions; Is his hair real? If it is real, how much hair does he...

 

Tuesday, June 6, 2017

The NBA playoffs are nearing an end and It’s been clear that two teams have stood above the rest of the competition, The Golden State Warriors and The Cleveland Cavaliers. What do those teams do differently compared to other NBA...

 

Wednesday, May 10, 2017

With May being disability insurance awareness month, I thought it would be appropriate to write a post that focuses on disability insurance. Most people are generally aware that disability insurance pays a percentage of your pay if...

 

Thursday, March 30, 2017

Even if you’re not a football fan, you’ve probably heard of Rob Gronkowski. Not only is he a dominant football spiking tight end for the New England Patriots, but he has a strong (to put it mildly) reputation as a fun...

 

Friday, February 24, 2017

There has been a lot of press lately surrounding 401(k) plans from the DOL rule to even John Oliver. It seems that a majority of their focus has been centered around the F word; fees. While fees are important, understanding what...

 

Monday, January 16, 2017

You’ve started a business on your own and you’ve finally gotten it to the point where you have some money coming in. The real question now is what to do with it? What are the retirement options for those entrepreneurs that...

 

Sunday, January 1, 2017

The end of the year is always a time of introspection. As the New Year approaches, we often look back at the past year and evaluate what went well and what we’d like to improve upon. The most common resolutions revolve around...

 

Friday, December 9, 2016

As a fellow Millennial, I know what you’re going through. We were just old enough to realize the financial impact of September 11th and the tech bubble. We were starting to become actual adults as the as The Great Recession...

 

Tuesday, November 8, 2016

Why do you work? I’m sure it’s because you absolutely love your job and would do it for free if they asked. Hopefully, it’s some of that, but most likely you’re not independently wealthy and you work for the...

 

Wednesday, October 5, 2016

Annuities and eggs have had a similar history with the press. This posts discusses the correlation between the two and looks deeper into the best times to invest into an annuity.