Improving lives through sound financial planning.

14 Years After the Bitcoin Blockchain Was Invented, Little of “This” Promise Has Been Realized

By Robert W. Tull | February 28, 2023

In 2022, we watched the former FTX CEO Sam Bankman-Fried and his FTX cryptocurrency exchange collapse. With investors’ concerns it may result in another Bear Stearns moment, that collapse dealt a catastrophic blow to cryptos reputation and the plans and aspirations of many in this unique industry. The question now is, is this the end […]

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What To Know About Alternative Investments

By Ellen Anderson | March 7, 2022

Do you ever wonder if your portfolio is diversified enough? Or maybe you get the sense it’s missing something? If you answered yes, you are not alone. As the access to alternative investments has increased in recent years, investors like yourself have been looking to incorporate them into their portfolios. But how, and is it […]

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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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