by Matt Gazaway CFP (TM) | Nov 22, 2023 | All Posts
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 | All Posts
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 | All Posts
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 | All Posts
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...
by Matt Gazaway CFP (TM) | Nov 20, 2023 | All Posts
The average family spends an extra $1,000 or more during the holiday season. From gifts and travel to dinners, shows, and decorations, each purchase adds up.1 How might you take full advantage of holiday cheer while avoiding the financial stress of going over budget?...
by Matt Gazaway CFP (TM) | Nov 15, 2023 | All Posts
Steps to paying off loans as COVID-19 payment pause comes to an end As the COVID-19 payment pause for student loans comes to an end, borrowers are gearing up to resume their repayment journey. While managing student loan debt can seem daunting, it’s essential to...
