Articles

We're proud to announce that Lead Advisor Brian Lockett has earned the designation of Accredited Estate Planner®

Questions to keep in mind when interviewing financial advisors

The importance of individual financial planning

Does a relationship with a financial advisor really make a difference when it comes to your finances?

We shredded an elephant's worth of paper!

Should I make extra principal payments on my mortgage to pay it off more quickly?

Tariffs are in the news. But what is a tariff? How does it work? Will it actually cause a recession?

Harsher-than-expected tariffs triggered a market sell-off and ongoing uncertainty continues to cloud the global eco...

Does financial news have you spiraling? Here's how to take control.

With both speculation and valuation hitting a fever pitch, a goals-oriented and data-driven approach to portfolio m...