top of page

Intrinsic Value vs. Market Value – What Do They Mean?

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

Read More...

Start Now
Intrinsic Value vs. Market Value – What Do They Mean?

Why Investors Can Be Thankful After a Volatile Year

Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...

Read More...

Start Now
Why Investors Can Be Thankful After a Volatile Year

All About ESOPs (Employee Stock Ownership Plan)

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

Read More...

Start Now
All About ESOPs (Employee Stock Ownership Plan)

What Is A Brokerage Account?

A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...

Read More...

Start Now
What Is A Brokerage Account?

How to Choose Your Financial Advisor

What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

Read More...

Start Now
How to Choose Your Financial Advisor

Employer Annual Benefits Enrollment – What You Need to Consider

For most companies, the 4th quarter of the year is an important time for registering for benefits. According to the Bureau of Labor...

Read More...

Start Now
Employer Annual Benefits Enrollment – What You Need to Consider

The Market Based Argument for Dave Ramsey's Four Categories

For those of us with children, we've lived through the "why" phase. That period in our child's life where they need to have a rational or...

Read More...

Start Now
The Market Based Argument for Dave Ramsey's Four Categories

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

Read More...

Start Now
Personal Savings, Record Credit Card Debt & Their Effect on the Economy

What We Learned in the Markets This Week: August 11th 2023

1. The summer in parts of the country has been hot, hot, hot, while other parts of the country, like our home office in Ohio, have...

Read More...

Start Now
What We Learned in the Markets This Week: August 11th 2023

HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY

Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...

Read More...

Start Now
HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY

What the Looming Debt Ceiling Deadline Means for Investors

Let me start out by saying if Dave Ramsey would do a solid for his country and run for President, we wouldn't be in this mess. With...

Read More...

Start Now
What the Looming Debt Ceiling Deadline Means for Investors

HOW THE FAILURE OF FIRST REPUBLIC IMPACTS THE FINANCIAL SYSTEM

"This part of the crisis is over. Everyone should just take a deep breath." - JP Morgan Chief Executive Jamie Dimon On the morning of...

Read More...

Start Now
HOW THE FAILURE OF FIRST REPUBLIC IMPACTS THE FINANCIAL SYSTEM

Economy

bottom of page