The past week of market volatility and risk has been a textbook reminder of the benefit and disciplines of remaining a long-term investor. Over the past month I have received a barrage of questions about Bitcoin and how to invest. As a response, I began writing on the topic but was unable to publish prior […]
Have you ever committed to something and halfway there think, “Oh, that was a baaad decision?” Well, you have my absolute sympathies! I had signed up for the Savannah Rock ‘n’ Roll Half Marathon – my first half marathon ever – and before this year I had never breached the 4 mile mark. After an […]
We are often asked by first-time callers to our office if we are a “Fiduciary.” It seems like the word is all over the news these days, but what exactly does it mean? In a nutshell, a fiduciary is a person or organization who is ethically bound to put a client’s best interests first at […]
In my last blog we got back to the basics of how to prioritize paying down debts. Of course not everything is cut and dry, and as one of my friends pointed out, “Phil, your firm focuses on investments…shouldn’t I use my money to make more money in the stock market instead? Then I can […]