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

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

Jeremy Joiner, our resident Senior Wealth Advisor, has been getting several emails with the the following headline, "Stock Market is Set ...

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 ...

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 year...

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

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

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

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 impor...

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. Re...

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 – ...

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...

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 stud...

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 rea...

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...

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

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...

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 t...

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 tha...