As technology continues to improve, the need for good Cybersecurity also increases. Watch the video below to get several tips, tricks, and best practices to ...

Below is a great article written by Mr. Steven B. Wittenberg, Director, Legacy Planning at SEI. "We believe that families who talk openly together about thei...

Jeremy Joiner, our resident Senior Wealth Advisor, has been getting several emails with the the following headline, "Stock Market is Set to Crash by 70%!". I...

Did you know that when you turn 35, you should have at least twice your salary saved for retirement? That's the controversial claim that Jeremy will be tackl...

As we spoke about in last week’s video, friends, it is tax season again. That dreaded time of the year when we scramble to find last years’ tax documents, pe...

It has come to our attention recently that Tide laundry detergent has been featured in the news quite often over the past few days. Specifically, Tide Pods. ...

Lately in the headlines, Bitcoin has been causing quite a stir. As we mentioned in our video last week, people have been talking all about how the value has ...

Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it'...

This may seem like a pretty obvious topic to write about, but you might be surprised as to how many people aren’t familiar with the importance of a credit sc...

It can be your best friend or your worst enemy. Something you look forward to making or something you can’t stand to even think about. Regardless of your fee...

There seems to be a never ending debate on the topic of whether to primarily use a debit card or credit card. We’ve heard it both ways – that credit cards ar...

Summer is in full swing, and that means that traveling is in full swing as well. The kids are out of school, the weather is (mostly) nice, and autumn is righ...

It’s no secret that these days, and to a lesser extent in days past, student loans are getting out of control. According to a recent study from Forbes, there...

Ah, payday. That miraculous, beautiful day when the bank account looks so amazing, you can’t help but smile when you look at it. It’s really too bad that tha...

How frustrating is it when you look at your bank account at the end of the month, and it just isn’t what you hoped for? Too often, people fall victim to fina...

Last week, we went into brief detail highlighting those who could use the services of a financial advisory firm. The operative word there was brief. This tim...

Let’s be honest, not everyone thinks they need a financial advisor. Plenty of people are the do-it-yourself type, (for example, CPA’s and attorneys), who lov...

Even in a seller's market, selling a home can be a difficult task. As a result, you'll want to do your homework ahead of time to ensure that you will be able...

Last week in our Market Update Video, we mentioned that a financial topic we'd love to discuss more is the Power of Attorney. We hope that nobody reading thi...