Search Our Blog to Learn More
Wealth
Management
Articles
Financial
Planning
Articles
Retirement
Planning
Articles
Lives in
Transition
Articles
Family
Meetings
Articles
Aging
Well
Articles
Wealth
Management
Articles
Financial
Planning
Articles
Retirement
Planning
Articles
Lives in
Transition
Articles
Family
Meetings
Articles
Aging
Well
Articles
Wealth
Management
Articles
Financial
Planning
Articles
Retirement
Planning
Articles
Lives in
Transition
Articles
Family
Meetings
Articles
Aging
Well
Articles
Most Recent Blogs
Keeping Perspective When the Market Drops
We are two days into February 2018, and we have viewed something not seen in a while on TV screens – the color red on the market reports. The market began the year very strong and there was much talk about a robust 2018. We continue to believe this is the case...
Read More
Investing is a Marathon, Not a Sprint
Have you ever committed to something and halfway there think, “Oh, that was a baaad decision?” Well, you have my absolute sympathies! I had signed up for the Savannah Rock ‘n’ Roll Half Marathon – my first half marathon ever – and before this year I had never...
Read More
2018 Financial Planning Calendar
We’re looking forward to a great new year, finding more ways to help you make the most of your hard-earned money. We’re excited to give you this 2018 Financial Planning Calendar to help you get a head-start on accomplishing more in the coming year. Download it...
Read More
1987: Memories of a Market Crash
Frozen. That’s the only way I can describe it. Mike, the other financial planner in our office, and I were listening to the report of the stock market rapidly dropping, while staring at each other in disbelief. It was October 19, 1987. We didn’t have a computer...
Read More
Passive Index Funds vs Active Management Funds
Have you ever thought about how you make your choices every day? Take traffic, for instance. My brother lives in Washington, D.C., and works roughly an hour away from where he lives. On any given day there could be traffic that extends his drive 30-40minutes, or...
Read More
Why You Need a Fiduciary
We are often asked by first-time callers to our office if we are a "Fiduciary." It seems like the word is all over the news these days, but what exactly does it mean? In a nutshell, a fiduciary is a person or organization who is ethically bound to put a client’s...
Read More
Back to Basics Part 2: Investing vs. Debt Payment
In my last blog we got back to the basics of how to prioritize paying down debts. Of course not everything is cut and dry, and as one of my friends pointed out, “Phil, your firm focuses on investments…shouldn’t I use my money to make more money in the stock market...
Read More
Back to Basics Part 1: Managing Debt and Saving
Recently I was having a discussion with a friend in his mid-20’s who is working two jobs and in a very good position of low expenses and high income to maximize his debt payoff. We were discussing his opportunity to pay down his large student debt during this...
Read More- « Previous
- 1
- 2
- 3
- Next »
