3 Reasons Not to Worry About Social Security
We have received a number of questions recently around Social Security, primarily about whether we are expecting cuts to benefits...
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What is a Faith-Based Donor-Advised Fund?
What if you could give generously to your favorite ministries and charities, pay less taxes, and do it all from...
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O’Reilly: A Shining Light Company
By Colin Craig, MBA, CSRIC® It really is a gut-wrenching feeling when your car breaks down. For those of us...
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Caution – WhatsApp Investing Scam!
A new financial scam has emerged in recent months with scammers fraudulently impersonating actual financial advisors on WhatsApp. These impersonators...
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Ill-gotten Gain from Your Portfolio
Would you lie in wait to ambush an innocent and unsuspecting person, intent on harming and robbing them? I hope...
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Already gave up on your New Year resolutions? Try these!
Have you given up on your New Years resolutions already? Good intentions sometimes lead to biting off more than you...
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December 2024 Market Commentary
Our first market commentary of 2025! Hillary Sunderland and Cassie Laymon discuss the economic and market performance in 2024 and...
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The Best Christmas Present Ever
Can you remember the best Christmas gift you ever received? Maybe it was a special toy, THE toy of the...
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Four Retirement Plan Changes Taking Effect January 1st
More retirement plan changes are set to take effect on January 1, 2025. The SECURE Act 2.0 was signed into...
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