March 2019 Market Commentary
April 03, 2019
Join Chief Investment Officer Hillary Sunderland as she shares her thoughts about what happened in the markets in March, and what we can expect in the months ahead. [arve url="https://youtu.be/V1w0RoLjQBo"…
036 – True Wealth Spotlight Podcast with Lawrence Funderburke
March 26, 2019
Join us this month as I interview Lawrence Funderburke, a college basketball star for the Ohio State Buckeyes and a former player for the NBA’s Sacramento Kings. What you may not…
Shining Light Company — NVIDIA
March 20, 2019
WHAT NVIDIA IS KNOWN FOR This month we spotlight an exemplary Shining Light Company NVIDIA (Ticker Symbol: NVDA), a technology company that has pioneered the art and science of visual…
February 2019 Market Commentary
March 12, 2019
Join Hillary Sunderland as she discusses what has happened in the markets in February and early March of 2019. [arve url="https://youtu.be/8mOR_-f1YsM" /]
The Biggest Mistakes Investors Make-Part 1
March 05, 2019
The Biggest Mistakes Investors Make — Part I It happens every market correction. Well-intending investors who say they can tolerate 10-plus percent declines in market value do just the opposite…
Shining Light Spotlight-DXC Technology
February 13, 2019
This month we spotlight DXC Technology as the newest Shining Light Company. DXC is a global technology company currently headquartered in Tysons Corner, Virginia delivering IT and consulting services to…
The Problem With Following Your Passion
February 12, 2019
By Chad Hamilton, CFP For a lot of people - especially younger people - their single biggest asset is one they don't really think about: human capital or all of…
January 2019 Market Commentary
February 05, 2019
The 4th quarter presented many challenges to investors, but January gave us a nice start to 2019! Hillary Sunderland, Chief Investment Officer shares her insights on the markets in January…
Investing Ingredients: Check Label Before Consuming
January 23, 2019
By Sean Weaver, Financial Advisor, WWK Wealth Advisors Picture this scene. It’s just before dinnertime and a husband and wife are standing in the kitchen going through the day’s mail…
Shining Light Spotlight – Pilgrim’s Pride
January 16, 2019
This month we spotlight a new Shining Light Company — Pilgrim’s Pride (Symbol: PPC). Headquartered in Greeley, Colorado, Pilgrim’s Pride is one of the largest chicken producers in the United…
Why We Don’t Get Around to Doing Important Things
January 08, 2019
By Chad Hamilton, CFP The beginning of a new year is a time when many of us want to turn over a new leaf by setting resolutions about positive changes…
4th Quarter Market Commentary
January 04, 2019
Tune in to hear insights from Chief Investment Officer Hillary Sunderland, CFA to hear her thoughts on the erratic market movements over the last few months! If you have questions…
Shining Light Spotlight – Avery Dennison
December 19, 2018
This month we spotlight Avery Dennison (Symbol: AVY), a global manufacturer and distributor of adhesive materials including labels, apparel branding tags, RFID inlays, and specialty medical products — headquartered in…
Making Retirement Meaningful
December 12, 2018
By Chad Hamilton, CFP, CAP Note: At the end of this article we have created a short assessment that will help clarify your own vision for the next phase of life! Retirement…
November 2018 Market Commentary
December 06, 2018
It’s been a very difficult end of the year in the markets. Wide positive and negative swings may have you wondering why there’s been so much volatility, and what to…