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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LPL Financial’s Mid-Year Outlook

older couple walking on trail and peering toward the sky

LPL Financial recently released their MidYear Market Outlook for 2020. Check it out for updated views of the economy, stocks, bonds and the election and how all these play into the path to economic recovery, and gain some perspective on facing these challenges and preparing to move forward together. LPL […]

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CFP® Certification: The Standard of Excellence

We often get asked about what makes a Certified Financial Planner™ different from a financial planner, and the difference is significant when it comes to choosing someone to manage all the pieces of your financial life. Financial planning requires looking beyond your investment portfolio at the bigger picture of the […]

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