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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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Lessons in Flight Delays
Chase Kerby, CFP®, AIF®
Like many travelers, I found myself in an airport recently trying to catch a connecting...
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Make the Most of Employee Benefits Season
Amanda Howerton, CFP®
Employee benefits season is your annual chance to optimize 401(k) contributions, HSA/FSA choices, insurance coverage, and other perks—before deadlines hit.
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More Than a Number: Why Listening Matters in Financial Planning
Sam Paganelli, CFA® CFP®
As someone who serves clients every day, I can’t help but notice how I’m treated...
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When the Kick Goes Wide: Lessons for Investors from the Vols Loss
Darrien Reasonover
A Vols loss is a reminder: strong starts don’t guarantee smooth sailing. Learn why preparation, perspective, and a trusted team matter for investors.
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Bear Spray and Behavior - What does Investing Risk Look Like to You?
Hannah Whatley, CFP® , AIF®
A bear-spray story turns into a simple investing lesson: risk looks different for everyone—so your plan should match your real comfort level and goals.
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What the Fed Sees...and Why It Matters
Your Rather & Kittrell Team
The Fed is sending up a flare that the economy may be softening. Learn what the Fed is watching—and what it could mean for investors and markets.
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Labor Day and Lessons From a Canoe
Nathan Smith
Labor Day is a natural reset. Learn how a tandem canoe lesson—finding rhythm, adjusting, and working with a guide—mirrors good financial planning.
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Time Flies
Daniel Maupin, CFP®
Time flies—so don’t put off the financial planning tasks you keep meaning to do. A reminder to revisit your plan, schedule the meeting, and start now.
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The Economy Slows...But Stocks Soar
Rather & Kittrell Team
The economy is slowing, yet stocks keep rising. Learn why markets can climb during weak data—rate-cut expectations, earnings, and investor sentiment.
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The Myth of Meaningful Numbers: From 12:34 to Dow 40,000
Nathan Smith
Seeing 12:34 or Dow 40,000 feels meaningful—but it’s mostly noise. Learn why investors should ignore arbitrary milestones and stick to a plan.
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Nickel and Dimed
Amanda Howerton, CFP®
Small costs add up fast—at home and in your portfolio. Learn why controlling spending and avoiding unnecessary investment fees can keep your plan on track.
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Is Now a Bad Time to Invest?
Chase Kerby, CFP®, AIF®
Markets are hitting new highs—learn why that’s normal, what it means for long-term investors, and how to stay confident in your plan.
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