by Matt Gazaway CFP (TM) | May 13, 2025 | Draft
The Importance of Offense and Defense in Challenging Markets view all blog posts " The Importance of Offense and Defense in Challenging Markets Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is...
by Matt Gazaway CFP (TM) | May 9, 2025 | Draft
“They Almost Got Me”: A Cautionary Tale About Scams Targeting Retirees view all blog posts " “They Almost Got Me”: A Cautionary Tale About Scams Targeting Retirees Last month, one of my longtime clients—let’s call him Dave—received what looked like a legitimate...
