Improving lives through sound financial planning.

Most Recent Posts

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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Marriage and Money: The Importance of Making Joint Financial Decisions

By Drew Overton | August 21, 2020

Personal finance is a 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 importance of financial decisions is very high because it directly or indirectly affects marriage life. The philosophy behind how you choose […]

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