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What's Important to You About Money?
Chris Kittrell
Before you read any further, pause for a moment, step away from the noise, and ask yourself one simple question:...
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Why Timing the Market (or Life) Rarely Works
Rather & Kittrell
Like investing, big life decisions—like buying a home—happen slowly, then all at once. Learn why preparation matters more than timing when making financial choices.
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Financial Planning Checklist: Preparing for Retirement at Any Stage
Hannah Whatley, CFP®, AIF®
A comprehensive financial checklist for planning ahead and approaching retirement. Covering savings, debt, investments, insurance, estate plans, and more.
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What the U.S. Credit Downgrade Means for Your Financial Plan
Rather & Kittrell
Fitch downgraded U.S. debt in 2023. Here’s what that means for markets, borrowing costs, and your long-term financial plan.
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Will the Fed Raise Rates Again? What It Means for Inflation and Your Plan
Rather & Kittrell
With inflation still above target, the Fed faces tough choices. Here’s what higher interest rates could mean for markets—and your long-term financial plan.
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$67M Ranch Sale Shows What Patience in Investing Can Really Do
Chase Kerby, CFP®, AIF®
A $130K land purchase in the 1940s turned into $67M. The real lesson? Patient investing over decades can beat big headlines and help secure generational wealth.
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Why Ignoring the Noise May Be the Smartest Investment Strategy
Rather & Kittrell
In a world of endless headlines, smart investing means knowing what to ignore. Here’s what deep reading and decades of experience have taught us.
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What Terminator 2 Can Teach Us About Fear and Long-Term Investing
Nathan Smith
Markets can feel chaotic—like a machine uprising. But with a plan, discipline, and the right tools, investors can stay grounded and avoid emotional missteps.
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Why Proactive Retirement Plan Service Matters More Than Ever
Nathan Woods, CFP®, AIF®
Just like your doctor sends reminders, we keep your retirement plan on track—with proactive reviews, participant support, and regular investment oversight.
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Are We in a Recession? Here’s What Actually Matters
Hannah Whatley, CFP®, AIF®
The market moves before official recession calls. Here's why investors should focus on what they can control—and how long-term plans outperform short-term noise.
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Why Estate Planning Is About More Than Just Money
Amanda Howerton, CFP®, CDFA®
A simple document made a stressful day manageable. Here's why estate planning—done right—matters for more than just finances. And why your family will thank you.
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How’s the Economy Doing in 2023? Here’s What the Latest Data Tells Us
Rather & Kittrell
Inflation is cooling, markets are strong, and recession fears are fading—for now. Here's what current data says about the economy and where we may be headed.
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Is the Bear Market Over? What’s Behind the Current Rally in 2023
Rather & Kittrell
Is the bear market over? The latest rally shows promise, but key challenges remain. Here's what investors should watch as markets react to shifting economic factors.
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