by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Jul 17, 2023 | Investment Changes
Looking back on the first half of this year, we saw modest positive returns across most sectors, however, the front-and-center story again was inflation and the Fed’s interest rate policy. The markets are still fairly obsessed with projecting what’s coming...
by Matt Gazaway CFP (TM) | Jul 13, 2023 | All Posts
Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are considered the wealthiest...
by Matt Gazaway CFP (TM) | Jul 1, 2023 | All Posts
Freedom is not won by sitting idly and hoping for a miracle. Financial freedom requires vision, courage, and sacrifice for a higher goal. The Financial Independence, Retire Early (FIRE) movement is a part of that vision. What Is the FIRE Movement? The FIRE movement,...
by Matt Gazaway CFP (TM) | Jun 5, 2023 | All Posts
Vacations are an investment. A lot of planning and money goes into having the best trip possible—but should you buy travel insurance to protect yourself in the event of unforeseen changes and emergencies? The guide below explains the ins and outs of travel insurance,...
by Matt Gazaway CFP (TM) | May 29, 2023 | All Posts
Everyone needs to determine their financial staying power Some life transitions, such as a career change or marriage, are planned, but a job loss or divorce can be sudden and unexpected. One common thread that accompanies all transitions, however, is the concern about...
