Selecting a Trusted Financial Advisor

March 29, 2017

Entrusting your financial future to a financial advisor is a high stakes decision. The choice of an advisor is complicated by a system that allows anyone with minimum qualifications to adopt the title of financial advisor or planner. Therefore, it's crucial to do your research when finding an advisor.

Check All the Boxes When Saving for College

March 13, 2017

Are you looking for a way to support your child or grandchild in pursuit of further education? Are you seeking an immediate tax deduction as well as tax-deferred growth on your contributions? Do you also want flexibility in your investment options and to have them available at low cost? A 529 Plan checks all of those boxes!

The Future of Globalization

March 6, 2017

Our Chief Investment Officer, Lance Gunkel, attended a recent investment conference where he heard former Prime Minister David Cameron give his perspective on globalization on how it may impact our economy.

Skip the Trip! Retire Online
Skip the Trip! Apply for Social Security Benefits Online!

by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | February 13, 2017

After working with your Financial Planner to determine when to apply for Social Security benefits, you should plan to start the application process one month before you want benefits to begin.

Broken Piggy Bannk
My Money Is Broken!

by Lance Gunkel, CFP®, CFA, Managing Director | January 19, 2017

Imagine waking up one day to find that most of your money is about to become worthless. This past November, Indian Prime Minister Narendra Modi surprised many people by declaring that India's 500- and 1,000-rupee notes would become worthless.

New Year's Resolutions
Your Investment Resolution

by Lance Gunkel, CFP®, CFA, Managing Director | January 12, 2017

It's New Year's Resolution time. As a whole, we're pretty bad at keeping resolutions; research shows that just 8% of us succeed! Nonetheless, I'm going to suggest for you a few investment resolutions, and I just know you can do this.

Early Warning Signs of Impaired Financial Skills (NEFE)

January 2, 2017

Financial decision making becomes more challenging as we age. The National Endowment for Financial Education(NEFE) funded a grant to the University of Alabama at Birmingham to identify the warning signals.

Connection between Markets & Politics
The Connection Between Markets & Politics in 2017

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | December 1, 2016

As we near 2017, one of our primary areas of focus is the connection between the investment markets and political uncertainty.

United Way logo
United Way loses the top spot as America's largest charity

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | October 27, 2016

The largest charity in the United States has changed and the new charity in the top spot might surprise you. The United Way, which was ranked as the largest charity in 24 of the past 25 years, has been surpassed by Fidelity Charitable.