Most Recent Posts

The Truth About Active Investing

By Drew Overton | May 17, 2021

Volatility was a key theme for 2020, as the market was trying to predict the timeline of the economic recovery while simultaneously reacting to short-term headlines. The stock market price fluctuations presented lots of opportunities for investors with cash on the sidelines. In addition, new trading platforms such as Robinhood decreased the barrier to entry […]

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Marriage and Money: The Importance of Making Joint Financial Decisions

By Drew Overton | August 21, 2020

Personal Finance is a very broad term that covers various areas of money management. These topics can range from monthly budgeting and saving, all the way to retirement and estate planning down the road. The philosophy behind how you choose to manage your money relies heavily on your personal goals. Do you want to retire […]

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Rollover Rules for Previously-Required Minimum Distributions for 2020 Expanded

By Drew Overton | August 14, 2020

A lot has happened since our last tax planning update. States have implemented their own strategies for re-opening, new areas have been impacted by the virus, and it’s rare if you don’t see someone wearing a mask while out and about. With all the uncertainty regarding the virus, we want to ensure that you are […]

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