Featured Blogs
What Is An Annuity?
Annuity. When I say that word some of you have a reaction. Sometimes it’s a positive reaction or it may be a negative reaction. However, that reaction is biased. It’s…
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Should I Sell?
I was just on a phone call this week reviewing a client’s portfolio and the question they asked was, “Should I sell?” Considering all of the craziness of 2020, most…
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First Friday Live: Daring Adventure Continues
Welcome to our First Friday Live where we speak with Mary Helen Conroy of Life’s A Daring Adventure. On the First Friday of each month we will go LIVE on…
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Beware of Bonds
There are different methods to invest using bonds, and many think this may be a smart move. Using Bonds To Invest When markets are volatile, like they have been…
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Emmanuel, God With Us!!
2020 has been a crazy year, a year of uncertainty, fear, and isolation for many. Let’s put on our 2020 lens and think about the first Christmas when Jesus was…
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Minimizing Taxes In Your Retirement Accounts
I want to talk today about tax planning and how it relates to investing. So we often think, let’s put it this way, in our financial life there are really…
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First Friday Live – End of Year Planning
Welcome to our First Friday series that we’re doing on the First Friday of the month at 12:30 pm CST. We’re going to be LIVE on Facebook and talking…
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Tax Planning and Investing – Part 1
I want to talk today about tax planning and how it relates to investing. In our financial life, there are really four quadrants. There is the tax planning quadrant,…
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