Investing & Market CommentariesFamilies & ProfessionalsPreparing For Retirement Best Dividend Stocks For Retirement Best Dividend Stocks For Retirement When creating a retirement investment plan, look no further than…Greg WelbornFebruary 1, 2021
Financial PlanningFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom How To Attain Real Wealth Real Wealth There’s a lot of talk about wealth – how to create it, grow…Greg WelbornMay 5, 2020
Financial PlanningFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Can You Trust Your Financial Advisor? Who Can You Really Trust? Life is getting busier and more complicated, so it’s not…Greg WelbornApril 15, 2020
Investing & Market CommentariesBench TalkFamilies & ProfessionalsRetirement & Freedom Covid-19 Market Update Covid-19 Perspective and Encouragement We wanted to take some time and review some important market…Greg WelbornMarch 18, 2020
Financial PlanningFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Working With a Financial Planner Working with a Financial Planner: It’s Not just Business, It’s Personal What do you picture…Chad GermannFebruary 26, 2020
Investing & Market CommentariesBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Best Financial Investments in 2020 What were the best financial investments in 2019? This is the question that many people…Greg WelbornJanuary 24, 2020
Investing & Market CommentariesFamilies & ProfessionalsPreparing For Retirement How To Design Your Investment Portfolio Long-term Bedrock Principles How do you successfully build and manage an investment portfolio to accomplish…Greg WelbornOctober 16, 2019
Financial PlanningBench TalkFamilies & Professionals Can You DIY Your Finances? Can you DIY your personal finances? By now, most of us are familiar with the…Danny BeckwithOctober 3, 2019
College PlanningBench TalkFamilies & ProfessionalsFinancial Planning How To Pay For College Parents and students all across the country continue to wonder how they are going to…Chris SiraganianSeptember 30, 2019
Investing & Market CommentariesBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Financial Recession: Top 3 Things to Do If you have been listening to the news there seems to be a lot of…Chad GermannSeptember 4, 2019
Investing & Market CommentariesFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Equifax Data Breach Settlement Equifax, one of the largest credit reporting agencies in the country, has finally reached a…Greg WelbornAugust 23, 2019
Families & ProfessionalsBench TalkFinancial PlanningPreparing For RetirementRetirement & Freedom Financial Wisdom and Fee Only Advice Value of Fee-Only Advice After being in the business for a while now, I have…Danny BeckwithJune 13, 2019
Financial PlanningBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom How to Become a Millionaire How To Become A Millionaire Do you want to be a millionaire? Of course, that’s…Greg WelbornApril 17, 2019
Financial PlanningBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom This is the Value of Fee-Only Advice Value of Fee-Only Advice After being in the business for a while now, I have…Danny BeckwithMarch 20, 2019
Bench TalkFamilies & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom Stocks and Bonds Diversification Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a…Greg WelbornFebruary 20, 2019
Families & ProfessionalsFinancial PlanningPreparing For RetirementRetirement & Freedom The Best Financial Plan is Not Based on Money If you ask most people “what is the basis for the best financial plan?”, odds…First FinancialFebruary 6, 2019
Bench TalkFamilies & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom What Are Bonds and Why Own Them? Companies have the ability to raise money in a lot of different ways. If…Greg WelbornJanuary 23, 2019
Families & ProfessionalsFinancial PlanningPreparing For Retirement New Year’s Advice: Get Up and Go “3…2…1…Happy New Year!” The clock has struck midnight, the ball has dropped, champagne has been…Danny BeckwithJanuary 4, 2019
Families & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom Market Update: Irrational Fear in The Stock Market There is a certain craziness in the stock market now, an irrational fear to paraphrase…First FinancialDecember 21, 2018
Bench TalkFamilies & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom What Are Stocks and Why Own Them? So, what are stocks? A stock is in simple terms, a piece of paper stating…Greg WelbornDecember 20, 2018
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For Retirement You Need A Solid Financial Plan You Need a Solid Financial Plan Here's a quick recap of the importance of having…Greg WelbornNovember 15, 2018
Investing & Market CommentariesFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Are Interest and Dividends Working for You? Do you know the difference between simple-interest and compound-interest? You’re probably scratching your memory, thinking…First FinancialNovember 1, 2018
Families & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom Market Commentary Ignore the Volatility (Again) Nobody likes volatility. It can scare the heck out of the best of us,…Greg WelbornOctober 10, 2018
Tax PlanningFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom New Tax Plan: Why Did My Paycheck Change? 2018 is well underway, and the affects of the new tax plan are starting to…Scott SommersSeptember 12, 2018
Financial PlanningBench TalkFamilies & ProfessionalsGreg WelbornInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom What Makes Fee-Only Different? Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors,…Greg WelbornAugust 31, 2018
Bench TalkFamilies & ProfessionalsFinancial PlanningInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom Financial Planning and Delayed Gratification Stanford's Marshmallow Experiment In the ‘60’s Stanford conducted a test with 4 and 5-year kids,…Chad GermannAugust 11, 2018
Families & ProfessionalsFinancial PlanningPreparing For RetirementRetirement & FreedomScott Sommers The Value of Financial Planning We are often asked, “what’s the value of financial planning?” Fair enough question, and similar…Scott SommersJuly 27, 2018
Bench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Bob Lazzarini Introduction Meet Bob Lazzarini - businessman, educator, consultant, and coach. In this Bench Talk, Bob gives…First FinancialJuly 25, 2018
Bench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Adrian Heywood Introduction What are the three most important things people need to remember in order to lead…Greg WelbornJuly 13, 2018
Bench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Bob Lazzarini | Manage Commitments Finding out how to balance our priority management, commitment management, time management, and energy management…First FinancialJuly 6, 2018