True Wealth Spotlight Blog
The Stewardship Journey Waypoint 2: Setting Sail
by: Cassandra Laymon, CFP®, MBA Last week we discussed some basic but very important steps to gaining confidence and becoming...
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Waypoint 1: Getting Your Financial House in Order
Cassandra Laymon, CFP®, MBA Last week we reviewed some of the initial steps you should take for a strong financial...
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Let’s Start at the Very Beginning…
by: Cassandra Laymon, CFP®, MBA Last summer my soon-to-be high school senior, Sam, took a required Financial Literacy course at...
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Be a Beacon
About 15 years ago, a gentleman named Ed Weiss came to us to help navigate his impending retirement from a...
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When Should I Start Taking My Social Security Benefit?
by: Cassandra Laymon, CFP®, MBA As a financial advisor, I’m often asked the question, “When should I start taking my...
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Can My Investments Make A Difference?
By guest blogger Dwight Short, with and introduction by Cassandra Laymon, CFP®, MBA It’s sometimes hard for me to convince...
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How Does My Account Grow? The Difference Between Capital Gains, Dividends and Interest
by: Cassandra Laymon, CFP®, MBA Over the past few weeks we’ve talked about different investments (or assets) including stocks, bonds...
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What Is A Bond?
by Cassandra Laymon, CFP®, MBA Our next installment in this month’s series asks the question, “What is a bond?” The...
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What is a Mutual Fund?
By Cassandra Laymon, CFP®, MBA Last week we kicked off our series on investing with a definition of stocks and...
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