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We're in bear country. What now?
Chris Kittrell
I’m dropping you a quick note to talk about what’s going on with the markets. Well, it happened. Stocks slid...
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Why Play Overtime?
Hannah Whatley
“GO HANNAH THE HAMMER!” My parents’ cheers faded into the background along with my coach’s...
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Recency Bias
Hannah Whatley
Sometimes you know one thing and feel another. My first lesson in this was with...
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A day for questions
Hannah Whatley, CFP®, AIF®
“Today is a day for questions!” my then six-year-old sister exclaimed immediately after waking up...
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Guides and Goats
Hannah Whatley, CFP®, AIF®
A via ferrata is a set of iron rungs on a mountainside that allows people...
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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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