by Melinda Tyrrell | Dec 28, 2023 | Inspirational, Interesting, Life Goals, Passion
It’s that time of year again! Surrounded by delicious holiday leftovers, generous gifts unwrapped and a little extra down time, we can pause and reflect on the new chapter that will unfold in 2024. Have you made resolutions in the past that have fallen short of...
by Thad Gilliam | Feb 13, 2023 | 20s, 30s, 40s, 50s, 60s, 70s, 80s, Inspirational, Interesting, Investments, Retirement
I’m reading a book right now that talks about Warren Buffett. Some say he is a great investor. Others say that perhaps he has just been extremely lucky. Or perhaps he is just an old investor (he’s been investing for a long time!). I think Buffett has a...
by Scott Voigt | Feb 7, 2023 | Budget, Financial Planning, Interesting, Saving, Technology
The chain of banks behind Zelle, which is owned by seven banks total, including Chase and and Bank of America, are planning to launch their own digital wallet. This wallet will jump into the increasingly-crowded field of digital wallets, dominated by the likes of...
by Taylor Stanfill | Jun 17, 2022 | Interesting, Passion, Saving
We are now technically in a bear market (investment markets down 20% from their peak). Some of the recent downward pressure is due to inflation expectations and rising interest rates. I was listening to a podcast recently that was explaining the Federal...
by Thad Gilliam | Mar 16, 2022 | History, Interesting, Investments
The events in Ukraine over the last few weeks have left many of us speechless. We haven’t seen a land invasion of this kind in Europe since WWII. Many clients and investors are grappling with how to handle their investments given the conflict; many worry of the...
by Thad Gilliam | Nov 12, 2021 | 20s, 30s, 40s, 50s, 60s, 70s, Budget, Interesting, Taxes
It’s not totally uncommon to talk to prospects or clients that make several hundred thousand dollars a year, and they don’t know where all their money goes. Ex: We make $300,000 per year, but don’t really have much savings to show for it....
