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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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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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Why Diversification Wins: Avoiding Bias in Your Investment Portfolio
Amanda Howerton, CFP® CDFA®
Is a personal bias skewing your portfolio? See why owning all the players—not just the favorites—can lead to better long-term outcomes for your investments.
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Are We Entering a New Bull Market?
Rather & Kittrell
Markets are up, but is it a new bull market or just a temporary rally? Here’s what recent gains mean—and why diversification and discipline still matter.
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What Marc Lasry’s $3.5B Bucks Sale Teaches About Estate Planning
Chase Kerby CFP®, AIF®
Marc Lasry gave up control—and triggered a massive tax event—by titling his NBA team to his kids. Here’s what families can learn from his estate planning decision.
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Why Elegant Simplicity Might Be the Key to Peace in Your Financial Life
Hannah Whatley, CFP®, AIF®
From photography to financial planning, simplicity isn't about doing less—it's about making space for what matters. Here's what that can look like in your money life.
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How a Broader Financial Perspective Can Keep You Above the Noise
Rather & Kittrell
Market volatility can feel overwhelming—like navigating cliffs and canyons on foot. A broader financial view lets you float above the noise and see the full picture.
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Why Market Volatility Feels So Wild Right Now—And Why It’s Normal
Rather & Kittrell
Markets are bouncing around again. Here’s what’s driving the recent turbulence, why it’s normal, and what history can teach us about pullbacks and long-term perspective.
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