by Melinda Tyrrell | Oct 20, 2023 | 20s, 30s, 40s, 50s, 60s, 70s, 80s, Financial Planning, Inspirational
My dad has a wonderful saying that your “sphere of concern and your sphere of influence” should be the same size. When outside forces knock you off track or sideline you with fear, uncertainty or worry, it helps to control the controllable factors in your...
by Tracie Handberg | Sep 21, 2023 | 30s, 40s, 50s, 60s, 70s, 80s, Technology
What should you do if you get a phone call from someone who knows your name, and maybe some other identifying information, and informs you that there appears to be some fraudulent transactions or issues with your bank or credit card or tax return? “Your account may...
by Thad Gilliam | Sep 7, 2023 | 20s, 30s, 40s, 50s, 60s, 70s
Morningstar publishes an annual “Mind the Gap” study to show the difference between the returns delivered by all funds and ETFs versus the returns actually realized to investors’ accounts. So, for the 10 years ending Dec. 31, 2022, all funds put...
by Melinda Tyrrell | Aug 10, 2023 | 30s, 40s, 50s, 60s, 70s, Estate, Inspirational, Life Goals, Saving, Young Families
The idea of a legacy is intriguing. Many of us feel a call to help provide for future generations or to leave our mark in the world in some lasting way. We strive to be good stewards of our blessings now so that we may not be a burden to others in the future and to...
by Tracie Handberg | May 4, 2023 | 20s, 30s, 40s, 50s, 60s, Budget
Good news: There’s a wedding on the horizon! Our daughter got engaged in December to a wonderful young man, and my husband and I are excited to have him join our family. Bad news: Uh, there’s a wedding on the horizon! It will involve lots of finances and planning,...
by Thad Gilliam | Apr 20, 2023 | 30s, 40s, 50s, 60s, 70s, 80s, Investments, Retirement
I’ve been getting a lot questions from clients on if they should keep their funds in their portfolio or just take it out and put the funds into a bank CD (now paying 4-5%). To me, the question is all about time horizon. Stocks have a much higher expected return...
