Take Control for a Better Retirement

A solid retirement plan is about much more than a collection of investments and insurance products. Be organized about your approach. Here’s how. If the past year has taught us anything, it is that so many things in life feel “out of our control.”  The COVID pandemic certainly has dominated […]

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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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