Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...

Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...

Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...

What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...

Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...

Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...

I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...

As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...

Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...

Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...

I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...