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How to Evaluate a Stock   There are moments in history when people have claimed investment choices don’t matter because if the market is up across the board, you cannot […]

Status Update: Young Adults in America   Over the past 20 years, America’s young adults have experienced significant unemployment, massive student debt, extreme weather events, a global pandemic, a contentious

Young People: Who Said You Have To Be Wealthy To Invest?  Young adults have weathered difficult times the past two decades: mass school shootings, extreme weather conditions, student loan debt and

What is Downtime? In the business of financial planning, you get the privilege to meet a lot of amazing people, whether it be employees in your own office or fellow professionals.

What a Fun-Gi! Our client George is a simple man who does honest work. Truthfully, maintaining a farm is as honest work as it gets, not quite for the faint

Free as a Bird The stress and pressures from the world today have left so many looking for an escape from reality–no matter how brief or small. This such case

Wanda The Wonderful This past year, our dear client and friend, Wanda, was recently nominated for the \”Hometown Hero\” award for her Comfort of Hope program. This program provides birthday

Never Stop Moving Do you recall ever hearing the story of the fountain of youth? Surely you have heard of the fountain itself, as it is an embodiment of what

Mother of Monarchs Fate seems to always show itself when you least expect it, and always in the least likely places. Such is the case of our client, Rosemary Miller.