High-income earners have a target on their backs, and you may be one of them.…
Greg WelbornSeptember 8, 2022
Retirement & Freedom
"Crash Proof" Retirement Several financial advisors offer “crash proof” retirement programs, and understandably it is…
Scott SommersNovember 24, 2020
You may be asking yourself, “what happens to my 401k if I quit my job?”…
Greg WelbornNovember 2, 2020
Which Pension Option Should You Choose If you have a pension and are retiring or…
Greg WelbornAugust 31, 2020
Who Can You Really Trust? Life is getting busier and more complicated, so it’s not…
Greg WelbornApril 15, 2020
Covid-19 Perspective and Encouragement We wanted to take some time and review some important market…
Greg WelbornMarch 18, 2020
Working with a Financial Planner: It’s Not just Business, It’s Personal What do you picture…
Chad GermannFebruary 26, 2020
What were the best financial investments in 2019? This is the question that many people…
Greg WelbornJanuary 24, 2020
Avoid Running Out of Money In Retirement Life is full of things to worry about,…
Greg WelbornNovember 14, 2019
How Do You Achieve Financial Security? The short answer is you need a solid…
Greg WelbornOctober 30, 2019
Equifax, one of the largest credit reporting agencies in the country, has finally reached a…
Greg WelbornAugust 23, 2019
Value of Fee-Only Advice After being in the business for a while now, I have…
Danny BeckwithJune 13, 2019
With interest rates still near historic lows, and stock market volatility near all-time highs, it’s…
First FinancialMay 22, 2019
How To Become A Millionaire Do you want to be a millionaire? Of course, that’s…
Greg WelbornApril 17, 2019
Value of Fee-Only Advice After being in the business for a while now, I have…
Danny BeckwithMarch 20, 2019
Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a…
Greg WelbornFebruary 20, 2019
If you ask most people “what is the basis for the best financial plan?”, odds…
First FinancialFebruary 6, 2019
Companies have the ability to raise money in a lot of different ways. If…
Greg WelbornJanuary 23, 2019
There is a certain craziness in the stock market now, an irrational fear to paraphrase…
First FinancialDecember 21, 2018
So, what are stocks? A stock is in simple terms, a piece of paper stating…
Greg WelbornDecember 20, 2018
There is no sugar-coated way to say this: we have a retirement savings crisis on…
First FinancialDecember 6, 2018
Do you know the difference between simple-interest and compound-interest? You’re probably scratching your memory, thinking…
First FinancialNovember 1, 2018
2018 is well underway, and the affects of the new tax plan are starting to…
Scott SommersSeptember 12, 2018
Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors,…
Greg WelbornAugust 31, 2018
Stanford's Marshmallow Experiment In the ‘60’s Stanford conducted a test with 4 and 5-year kids,…
Chad GermannAugust 11, 2018
