by Greg Dillard CFP (TM) | Nov 5, 2024 | Home Page, Investment Changes, Recent Post
October 2024 Investment Changes view all blog posts " October 2024 UPDATES We sold commodities-based fund and exchanged into a high yield money market fund. WHY? Commodities are generally used as an inflation hedge in portfolios, especially in times where fixed income...
by Matt Gazaway CFP (TM) | Oct 24, 2023 | Featured, Recent Post
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 3, 2023 | Featured, Recent Post
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) | Sep 13, 2023 | Featured, Recent Post
For members of the “Sandwich Generation”—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you’re juggling multiple caregiving...
by Greg Dillard CFP (TM) | May 18, 2023 | Recent Post
Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future of society. It is an act of generosity, forward-thinking, and love. However, this type of investment can be...
by Matt Gazaway CFP (TM) | May 17, 2023 | Recent Post
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing...
