by Matt Gazaway CFP (TM) | Mar 25, 2024 | Investment Changes, Recent Post
March 2024 Investment Changes Increased focus on high quality strong balance sheet companies in our equity holdings. Our mantra remains “not all companies are well prepared for higher interest rate era.” With “higher for longer” interest rates a real possibility and...
by Matt Gazaway CFP (TM) | Oct 24, 2023 | Investment Changes, Uncategorized
We all want to grow in our careers; after all, no one wants to be stuck in the same job for years and years. But in order to achieve any type of professional success, we must continually push ourselves and develop our skills. How do we do that? Set goals. Consider...
by Matt Gazaway CFP (TM) | Oct 10, 2023 | Investment Changes, Uncategorized
One of the biggest challenges for any new business involves maintaining liquidity and consistent cash flow. Many entrepreneurs take only a minimal salary—if any at all—during the first few years their business operates, choosing instead to sink any profits back into...
by Matt Gazaway CFP (TM) | Oct 3, 2023 | Investment Changes, Uncategorized
When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning. That is one aspect of their job; however, financial planning and working with a financial professional can benefit anybody...
by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Jul 17, 2023 | Investment Changes, Recent Post
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) | May 5, 2023 | Featured, Investment Changes
Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of the year. Investors saw signs of such renewed hope in recent weeks, especially on the inflation front as...