Improving lives through sound financial planning.

Most Recent Posts

Financial Planning Myths (Part I)

By Drew Overton | September 24, 2022

Information floods our minds every day. TV, radio, podcasts, and the internet is constantly at our fingertips. With access to unlimited information, companies compete for your attention. They use “click bait” to reel you into clicking on their blog post or website. Given that their number one priority is to grab your attention, information can […]

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5 Important Steps in Retirement Planning

By Drew Overton | June 27, 2022

The title of this blog may lead you to believe this is only for people within a few years of retiring. However, the inverse is true: the younger you are, the more important this information is for you. So, first off – what is retirement planning, exactly? It can sound like an overwhelming and far-away […]

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Raising Financially Responsible Kids

By Drew Overton | November 9, 2021

As I write this blog about raising financially responsible kids, I want to be completely transparent (dad joke). My wife and I have a 9-month-old daughter named Charlotte, and we are far from having it all figured out. However, through many conversations with more experienced parents, we’ve found that no one has it figured out. Every […]

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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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