Posts Tagged ‘fiduciary’
Stay the Course
Having a plan and sticking to it is the key to being a successful investor. You can learn to overcome discomfort—that’s part of investing!
Read MoreInvesting 101 – Smart Advice from Dr. Seuss
The secret to successful investing: Green Eggs and Ham! Read on to learn what investors can and should learn from Dr. Seuss.
Read MoreQuarterly Market Review – Second Quarter 2023
Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (April – June 2023).
Read MoreMoney 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.
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