No, JP Morgan CEO is not acting in your best interest.

2022-06-09T14:42:02-06:00June 9th, 2022|

Written By: Daniel Carnes Jaime Dimon is a name you will only hear over the major news outlets. And for good reason. He is currently the CEO of the largest bank in the world, JP Morgan. Since he’s in a prominent position in the world, it only makes sense that the news would take his ...

Bitcoin Basics Seminar Replay

2022-05-31T13:28:40-06:00May 31st, 2022|

What is Bitcoin? What is the blockchain? How can it be used? What risks does it pose? What should you know about investing in Bitcoin? Many of you have been asking to learn more about Bitcoin, so we put on a seminar for you to learn the basics. Daniel Carnes, one of the first financial ...

What to do when a medical emergency disrupts your life

2022-04-14T10:49:04-06:00April 14th, 2022|

What are the most important things you really want when it comes to money? To feel secure. Have peace about your financial future. Generate a steady retirement income. Don’t pay more taxes than you have to. Retire with a plan and smart strategy. And what else? Many of you want to protect your family. Pay ...

Fiduciary: Funny Word, but Vitally Important Criteria

2022-04-14T10:45:07-06:00April 14th, 2022|

Thankfully, many professionals including doctors and lawyers are held to certain standards within their industries that require them to put the interest of their clients first. Professionals that are legally obligated to put their client’s interest first are known as Fiduciaries. However, this standard is not required of all industries. We have all heard the ...

Smart Ways to Invest Your Tax Refund

2022-04-14T10:43:17-06:00April 14th, 2022|

Do you have a rainy-day fund? Is if fully funded? You understand the importance of reserves. Whether it’s a home repair, auto repair, a layoff or unexpected bill, having cash set aside will ease the financial burden. We recommend three to six months of readily accessible savings in the event of an emergency. If you ...

Top Longevity Resolutions

2022-01-24T09:18:16-07:00January 24th, 2022|

Our job is to manage your money so that it will last you for your lifetime. But how can you maximize your longevity? Take this quiz to get an estimate on your lifespan based on your lifestyle. Prioritize Sleep: Don’t underestimate the importance and positive impact of sleep. Make a goal of 8 hours of ...

Financial Focus Seminar: Economic and Market Update October 2021

2021-12-01T10:41:58-07:00November 30th, 2021|

Tune in to our most recent seminar to hear our financial advisory team discuss many topics: Firm updates A Recap of 2020 The Benefits of Using a Financial Advisor: aka Advisor’s Alpha The TD Ameritrade/Charles Schwab merger What's happening in the Economy? What changes are happening in the investment world? What investment options are we monitoring? How to prepare your life for an emergency. Click here to download a copy of our Vital Documents Locator. ...

What is it about September?

2021-10-11T10:26:10-06:00October 11th, 2021|

September has historically been the worst month for stocks, according to St. Louis Federal Reserve data measuring monthly S&P 500 performance over the last 50 years. If you are wondering whether the trend has abated in recent years, the answer is no, it hasn’t. Over the last 10 years, September performance has been substandard. While ...

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