by Matt Gazaway CFP (TM) | Nov 29, 2023 | Uncategorized
Financial planning is unique for each person; no two financial plans look the same because everyone’s life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them. One of the most...
by Matt Gazaway CFP (TM) | Nov 22, 2023 | Uncategorized
While it may have gained increasing interest in recent times, especially as more investors look for ways to support causes that resonate with them, the idea of venture philanthropy is not new. In 1969, John D. Rockefeller III proposed that private foundations could be...
by Matt Gazaway CFP (TM) | Nov 20, 2023 | Uncategorized
As the saying goes, “50 is the new 40″—and with Americans living longer than ever before, it’s not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.1 But for those who would prefer the option of an early retirement,...
by Matt Gazaway CFP (TM) | Nov 20, 2023 | Uncategorized
If you think it’s too late in life to try something new, think again. Many people successfully pursue what’s called a “second act,” either by switching careers or going deep into an avocation in retirement. A second act can be whatever you want: personally fulfilling...
by Matt Gazaway CFP (TM) | Nov 20, 2023 | Uncategorized
In the world of investing, the “holiday effect,” as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday. There are many theories on why this may occur. It could be from trading volume being down due to...
