Through my blog I share our thoughts, community events, and recent news in what we hope are compelling articles of interest to our readers.
What is of interest to you? What's happening locally in and around your (our) community? Drop us an email and we will address it as best we can on our website. Whether it’s ideas from the financial industry, emerging trends or a local event, we want you to read about it here. And once in a while, we may throw in a movie review or some other surprise.
Keep checking back... we’re glad to have you reading along.
The end of the year is a good time to review your investment options, close out the old and prepare for a new year of sound financial planning.Read More
Pretty much everyone can agree 2020 has been a very weird year. It will be interesting to see how the holiday season comes together as everyone adjusts to an increase in COVID restrictions. Many families will be skipping large...Read More
Losing your job can be devastating. A financial advisor can help you look at expenses today, what they could be in the future, and help you determine the best path for you to ride through the storm.Read More
Financial Advisor John Clawson, a Certified Financial Planner™, and Advisor Associate Amy Flores Velasquez, have completed additional training for employees of the Federal Employee Retirement System (FERS) financial planning and investment.Read More
July is approaching, and with that brings the celebration of Independence Day! The 4th of July is a good reminder that independence is a goal worth struggling for, and that it is a good time to contemplate the state of your financial...Read More
As the economy starts to re-open as restrictions are starting to be lifted around the country, we think now is the time to evaluate your portfolio. Does your account need a second opinion? Maybe it needs a new approach, or a different...Read More
Don’t let fear or anxiety during the coronavirus crisis rule your thoughts or actions. Stick to your investment plan and stay the course. If you are concerned, contact us and let's discuss it first before you take any action.Read More
It’s the new year and you are still enjoying the glow from the holiday season, when mid-January you start receiving 2019’s tax forms. Don’t stress, just a little preparation starting now can go a long way in saving...Read More
It’s that time of year… peace on earth, goodwill towards your fellow man, and random acts of kindness are encouraged everywhere. It is a time of year where those less fortunate are seeking physical and financial help, and...Read More
In this day and age saving money can seem overwhelming, especially when it comes to investing your hard-earned dollars! It is financially lucrative to start saving and investing as early as possible. However, starting late in the game...Read More
Many people dream of retiring early and doing what they want to do with their free time. With proper financial planning and investing you may be able to retire early. There are a few factors to consider first...Read More
We all see these amazing vacation pictures, weekend getaways with friends and family, or great home and entertainment upgrades. Sometimes you may wonder how you can live that way, but the words “money management” or...Read More
Whether you are just starting your business or operating a well-established one, you already know it can be both a challenging and rewarding experience. Hopefully, you are fortunate enough to be experiencing steadily increasing...Read More