All Articles
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...
View Article
Filter By
Best Financial Advice?-Follow Your Plan
Jeff Hall, CFP®,CIMA®,CKA®
I enjoy looking back with a chuckle at the flood of the “What to expect...
View Article
Overcoming Investment Self-Delusion
Chris Kittrell
It’s so easy to fool ourselves. While most self-delusions are relatively costless, those relating to...
View Article
Puzzles of Investing
Jeff Hall, CFP®,CIMA®,CKA®
With two young children at home, we have lots of puzzles around our house. We...
View Article
Small Adjustments
Lytle Rather, CFP®,AIF®
The 2013 America’s Cup regatta will go down in history as one of the greatest...
View Article
Investing in Memories
Chris Kittrell
As a wealth management firm, we have the opportunity and privilege to provide investment advice...
View Article
External Influences can Derail Financial Planning
Jeff Hall, CFP®,CIMA®,CKA®
I love being a dad. Our firstborn is currently 21 months old, and if you’re...
View Article
Every Family Needs an Emergency Fund
Chris Kittrell
I never thought my dog would teach me about money. The lesson really wasn’t something...
View Article
Be Emotionally Engaged when Discussing Finances
Jeff Hall, CFP®,CIMA®,CKA®
With finances being one of the leading causes of divorce in our country, I anticipated...
View Article
"Not So Amazing" Carnac
Lytle Rather, CFP®,AIF®
As a young man, I remember staying up late and watching Johnny Carson. I always...
View Article
What Can You Control?
Tim Eichhorn
You might have substituted the memorable 80’s alt‐rock band R.E.M.’s lyric, “It’s the end of the...
View Article
Good Planning Means Asking "Why"
Chris Kittrell
My mom & dad will tell you that as a kid I loved to ask,...
View Article
Plan Ahead for Life's Milestones
Chris Kittrell
My world changed a few weeks ago. It was something that many of you reading...
View Article