First Financial Insights

Can You DIY Your Finances?

Can you DIY your personal finances? By now, most of us are familiar with the term DIY or “do-it-yourself”. The idea behind DIY is essentially

How To Pay For College

Parents and students all across the country continue to wonder how they are going to pay for college. Over the last thirty years, the cost

Should You Hire A Local Financial Advisor?

There are so many things to consider when hiring a financial advisor – competence, experience, ethics, objectivity & independence, etc. The list can be quite

Financial Recession: Top 3 Things to Do

If you have been listening to the news there seems to be a lot of discussion about an impending financial recession. We at First Financial

Equifax Data Breach Settlement

Equifax, one of the largest credit reporting agencies in the country, has finally reached a settlement with the Federal Trade Commission, the Consumer Financial Protection

Investment Checklist: step one, have cash flow?

https://player.vimeo.com/video/352369173 Investment Checklist What is investing? We all hear about the great investors like Warren Buffett, Jack Bogle, and Benjamin Graham. Hollywood portrays these investors

Where To Invest For The Rest of 2019

Everyone seems to be asking this question; at least that’s the conclusion you draw if you look at the quantity of Google searches – where

Retirement Accounts 101

Retirement accounts and Investment accounts allow people to get the best of both worlds when investing for their future. Both retirement and investment accounts

Financial Wisdom and Fee Only Advice

https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we

Annuities Here, Annuities There… Buyer Beware!

With interest rates still near historic lows, and stock market volatility near all-time highs, it’s little wonder that fixed indexed annuities are being hyped to

How to Become a Millionaire

https://player.vimeo.com/video/331107939 Do You Want To Be A Millionaire? Do you want to be a millionaire? Of course, that’s a silly question because most people would

Bull Markets We Have To Bear

On March 9th, 2019, we celebrated 10 years of a bull market, making it the longest bull market on record. March 2009 told a different

This is the Value of Fee-Only Advice

https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we

Stocks and Bonds Diversification

https://player.vimeo.com/video/318364502 Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a client, we need to have some form of predictability.

The Best Financial Plan is Not Based on Money

If you ask most people “what is the basis for the best financial plan?”, odds are extremely high they’d respond that it would be based

What Are Bonds and Why Own Them?

https://player.vimeo.com/video/313046297 Companies have the ability to raise money in a lot of different ways. If they want to let investors own a part in their

What Are Stocks and Why Own Them?

https://player.vimeo.com/video/307137257So, what are stocks? A stock is in simple terms, a piece of paper stating that you own a share of a company. But what