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Media Fast

I receive a daily email from a well-known financial media outlet and was struck by recent contrasting headlines . . .
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Estate Planning is Not Just For the Wealthy

To me, there is no clear benchmark for the word “wealthy”.  It means something different to almost anyone you ask.  To me, wealth is about much more than money. True wealth is measured by how much freedom that money buys and how much fulfillment you have in your life.  What I’m saying is, if you are reading this right now, estate planning is something that you must be doing. Now that we have covered the definition of wealthy and that it includes all of you.&
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Advice from Lou Holtz

Lou Holtz once said, “Life is ten percent what happens to you and ninety percent how you respond to it.” I’d like to tell you a story about a close family friend. Ryan Burt is a great kid that lives across the street and serves as my boys’ unofficial “big brother”.  My boys have grown up playing baseball, basketball, riding the golf cart, wresting, and catching frogs with their “Ryno”. After a great sophomore season on the mound and
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Happy New Year!

From our family to yours, Happy New Year! I hope you had a wonderful holiday season celebrating Christmas and the New Year with family and friends.  The big excitement in our household Christmas morning was the addition of Molly!Two thousand eighteen was perhaps the strangest year I’ve experienced in my career as a financial advisor. Most importantly, it was one of the truly great years in the history of the American economy, and by far the best one since the global financial crisis o
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Emotion vs. Reality

The recent market changes may have some of you concerned about your portfolio. In a market decline, that’s where we work the hardest not on ways to keep the decline from happening rather keeping you from making key mistakes. The results of research done by Dalbar Inc., a company which studies investor behavior and analyzes investor market returns, consistently show that the average investor earns below-average returns.For the twenty years ending 12/31/2015, the S&P 500 I
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Coach Pitch Baseball and Investing

I hope this letter finds you and your family well. As for our family, we have been busy at the ballfields which has been fun. Late nights, dirty uniforms, and lots of concession stands for supper! I’m helping coach Ross and Reid’s team and have been reminded of some simple truths that apply to coach pitch baseball and long-term investment success.
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2017 In Review

It's hard to believe another year has come and gone.  2017 was an exciting year both professionally and personally for me.  Professionally, we have continued to expand the number of clients we are able to serve while increasing our support staff to make sure that you are well taken care of. In July, Kellie and I were excited to welcome our son Cole into the family.  My son Reid made the following comment on an ice cream run to Dollar General recently, “Dad, it feels li
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How Long Do You Keep Important Documents?

Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents. Documents which should be kept indefinitely – in a secure location: Birth/death...
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Blessed Independence

As we approach the celebration of our independence as a nation, we want to take a moment and reflect on how truly blessed we are to live in this great nation in a time such as this.
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Enhanced Statements

We are proud to share some great news from our broker/dealer – LPL Financial. As you may know, LPL produces and delivers your monthly and quarterly statements. Recently, LPL improved those statements to make them easier to use....
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