Posts Tagged ‘fiduciary’
Money and Spirituality
In my opinion, money is one of God’s greatest gifts. Read on to find out more.
Read MoreMedicare 6 Months Before You Turn 65
There are many things to know about Medicare in the 6 months before you turn 65. Read here to learn more!
Read MoreHoops vs. Investing – Learning From The NCAA Tournament
What can we learn about investing from the NCAA Tournament? Read here to learn more!
Read MoreQuarterly Market Review – First Quarter 2023
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for January – March 2023.
Read MoreIs Solar Power Right for me? Things to consider from a new owner!
Should you install solar panels? Read more here to find out.
Read MorePutting the “Should You Pay Off Your Mortgage?” Question to Bed
Should you pay off your mortgage? Financial advisor Curt Stowers discusses the pros & cons. Click here to learn more.
Read MoreDebt Sucks: Why I’m Not a Fan of Leverage
Being debt free is huge emotionally. Click here to learn more.
Read More529 Plans: The Pros & Cons of Grandparent vs Parent-Owned Accounts
Should parents or grandparents be the owners of a 529 account? Read more here to find out.
Read MoreBetween You And The Big Mistake – Investing in 12 Pictures
I have two theories on why investors using advisors outperform those that do not use advisors…
Read MoreHow to Make Lemonade from Rising Interest Rates: High-Yield Savings Accounts and CDs
How can a high-yield savings account be beneficial in a rising interest rate environment? Read more here to find out.
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