Urkaine, What's Next

Chris Kittrell
As if the last two years of living through a global pandemic weren’t enough, now we are watching a war...
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Urkaine, What's Next
Chris Kittrell
As if the last two years of living through a global pandemic weren’t enough, now...

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Markets Have Rewarded Discipline
Nathan Woods, CFP® AIF®
Please let us begin this monthly communication by acknowledging our prayers for Ukraine and those...

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Words Matter, Or Do They?
Nathan Smith
Did you get the word? How many guesses did it take? These are some common...

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Measure Twice, File Once
Amanda Howerton, CFP® CDFA®
The adage “measure twice, cut once” is sage wisdom, and anyone who does woodworking hopefully...

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Molly Related to Markets
Nathan Woods, CFP®, AIF®
Over the past year, many friends have grown accustomed to the attractive investment returns they realized. Market returns have steadily increased over the past year.

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Am I Paying Too Much?
Nathan Woods, CFP®, AIF®
As a Plan sponsor, how do I know if we’re paying too much for our current retirement plan?

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For the Generations to Come
Hannah Whatley, CFP®, AIF®
Why should anyone set aside the time and spend the money to create a will?

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Is it a Good Time to Invest New Cash?
Hannah Whatley, CFP®, AIF®
Is it a good time to invest new cash? The short answer is yes. Even though it doesn't feel like it, the S&P has already set over 50 record highs in 2021.

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Football & Tax Planning
Hannah Whatley, CFA® AIF®
Information is good to have, but it serves no purpose unless it facilitates change. That goes for both football and tax planning.

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Have You Ever Seen the Rain?
Nathan Smith
Most investors are familiar with the charts showing how returns if you miss the ten best-performing days. I want to show how performance can be when missing the best days and avoiding the worst ones.

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Caught in a Pickle
Nathan Smith
Speaking of pickles, it looks like the bond market is finding its way into one as well since the Federal Reserve lowered rates to zero during the peak of the coronavirus.

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How Do I Receive My Money In Retirement?
Jay Slagle, CFP®
When I retire, how do I receive my money? What are the mechanics of replacing my paycheck?

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