5 Personal Finance Tips For Small Business Owners

One of the first rules of entrepreneurship is you’re never supposed to mix your business and personal finances. But sometimes, business owners will go too far in the opposite direction, spending so much time running their business, working on their business, and investing profits back into their business that they […]

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7 Financial Education Tips for Kids

Americans rank their finances as the No. 1 cause of their stress. Not surprisingly, there is also a lack of financial literacy in this country. And while financial education programs are on the rise (it’s required in school curriculums in 37 states), we still have a long way to go. […]

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Cryptocurrency: A Cautionary Tale

Cryptocurrency, Blockchain, Initial Coin Offerings (ICOs), and tokens are hot buzzwords in the financial media world lately, and I get A LOT of questions about them. That said, I wanted to provide some easy-to-understand information and a few words of caution on this big trend. First and foremost, investors should […]

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Outlook 2021

We had a great time at our monthly lunch & learn. Our own Shane Gaddy explored LPL Financial’s Outlook 2021. You may be pleased to know that although 2021 may offer similar market performance to 2020, which was a year of steady progress toward long-term investing goals, we believe it […]

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‘Tis the Season for Year End Giving

Hands holding a heart with care

As we approach the end of the year, it is a time many people think about making charitable gifts. It is an opportunity to support causes important to them and also reduce their taxes. We know charitable giving is an important piece of your overall financial plan, and our team […]

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FOMO on Investments

Young adult looking concerned at her phone

My wife, her mother, my mom, my sister, and many of you probably go shopping the day after Thanksgiving every year.  Why? That is usually when the best sales are happening, right?  You know it… and you can plan for it.  You actually get sale papers that will tell you […]

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