Our Blog

Staying in the market yields long-term benefits by Aaron Pickert

By |March 21st, 2018|Categories: Personal Finances|

  “I can’t go through another 2008.”  This is a comment I hear quite often.  That year represents a generational financial scar we can never hide.  A defining event that continues to shape the behavior of most of us today. People dial these bad memories up anytime they see high [...]

A complete financial view? Try an app by Luke Davis

By |March 14th, 2018|Categories: Personal Finances|

Like many men, I am not good about going to the doctor for an annual checkup. It's not that I'm too busy, or even that the experience is unpleasant, it’s just that I’m fine. Or, more accurately, hope I’m fine, but am concerned that the doctor might tell me I’m [...]

The worrisome cost of medical care for the elderly by Becky Giles

By |March 7th, 2018|Categories: Personal Finances|

During the last few weeks I’ve been celebrating my mother’s life and choosing to remember all the good times before the Alzheimer’s diagnosis took many things from her. My mom spent the last five years of her life living in care facilities. There were many difficult days for my mom [...]

Blog post: Least common denominator by Ron Finke

By |February 28th, 2018|Categories: Personal Finances|

In the fourth chapter of Saint Peter’s first letter, he urges believers to concentrate on loving each other properly because love covers a multitude of sins. God is still working on me in that regard and I am thankful about that. But in the financial world, there is a principle [...]

Don’t just ride along with the market by Luke Davis

By |February 22nd, 2018|Categories: Personal Finances|

Recently I attended the 2018 LINC Conference held by TD Ameritrade. At the event, a wealth of information was shared about the future of the investment management industry. One of the most valuable bits of insight I received was from a recent survey conducted by Dimensional Fund Advisors. The survey [...]

Aaron addresses recent market declines

By |February 8th, 2018|Categories: Investment Management, News & Events, Stocks|

The water cooler topic of the week has probably been the dramatic movements downward in the stock market.  It’s been a wild ride, that’s for sure.  While scary, we hope to provide proper perspective. Market volatility has been historically low now for the better part of the past year. Not [...]

Look at health savings account options by Aaron Pickert

By |February 7th, 2018|Categories: Personal Finances, Uncategorized|

Health savings accounts (HSA) have become very popular in the last few years. An HSA account is defined as a tax‐advantaged medical savings account available to taxpayers in the United States who are enrolled in a high‐deductible health plan (HDHP). The money contributed to this account is not subject to [...]

Know the ups, downs of bonds by Ron Finke

By |January 31st, 2018|Categories: Personal Finances|

Last week’s column was a primer on Bonds. Now let’s take a closer look at how one can lose money owning bonds when interest rates rise. Aren’t bonds supposed to be safer than stocks? First, what does the term “safe” mean? Most people equate financial risk or safety with stability [...]

Are bonds the best option? by Ron Finke

By |January 24th, 2018|Categories: Economy, Investment Management|

  Investors talk about bonds as a financial holding and most own some. But I find few people really understand them. Why are they are considered safer than stocks?  Why at times might they not be as safe as thought?Within the investment realm, one can only choose among four basic [...]