by Thad Gilliam | Jul 12, 2024 | Investments, Uncategorized
The growth of passive investing has been a huge boon to everyday investors since it began in the 1970s. The main idea of passive investing: Since it is very difficult to consistently outsmart the collective wisdom of the market, then it pays to “trust”...
by Thad Gilliam | Apr 23, 2024 | Investments, Retirement
I saw this graph this morning (see full article here) and it does a great job of showing the relative price of US stocks compared to various other countries. The graph is showing CAPE by country (cyclically adjusted price-to-earning ratio). CAPE measures the 10 year...
by Thad Gilliam | Jan 25, 2024 | Press
Each and every day we are grateful that we get to wake up and serve clients to help them lead intentional financial lives. As clients continue to refer us to their friends, family and coworkers, our firm continues to experience robust organic growth. To help...
by Thad Gilliam | Dec 21, 2023 | Investments
Many investors are heavily invested in the S&P 500. The S&P 500 is an index that tracks the 500 largest publicly traded companies in the U.S. A lot of investors may mistakenly think, “I own 500 stocks so I’ve got plenty of diversification.”...
by Thad Gilliam | Nov 16, 2023 | Passion, Taxes
As we get into the holiday season, in addition to celebrating and gathering with family, it’s also a great time to reflect on all we’ve been given. Hopefully, you’ll see the abundance in our lives (namely, our clients have food, shelter, clothing,...
