What Should You Do About the Coronavirus and Stock Market Volatility?

February 28, 2020

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days.  Investors are understandably nervous about their money and their health. If you are…

Read More

What to Do During Market Volatility

February 13, 2020

By Thomas Britt  Remember the good old days of 2017 when market volatility was historically low and you weren’t all that worried about your investments? With all the volatility we’ve experienced since then, the peaceful days of 2017 probably seem like a lifetime ago. If you’ve found yourself gritting your teeth or wringing your hands,…

Read More

Jump-Start Your Financial Plan For 2020!

January 17, 2020

By Thomas Britt  It’s not only the start of a new year, but also a new decade! That probably means you’re feeling more motivated than ever to make some positive changes and set healthy habits for your life. But whether you want to decrease your screen time, invest in your family, or start a new…

Read More

Are You Ready for a New Year? 5 Steps to Take Before You Say Hello to 2020

December 2, 2019

By Richard W. Stout III A new year is almost upon us and it’s all too easy to mentally jump ahead to 2020 and start making plans for the coming months. But how you finish something is just as important as how you start it. So, amid holiday events, travel, and the busyness of the…

Read More

What We Do And How We Can Help

November 22, 2019

By Richard W. Stout III and Thomas Britt  You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you financial success. And while there’s plenty of general advice you would be wise to take, your finances don’t exist in a bubble. They are an extension of you,…

Read More

Why I Became a Financial Planner

October 30, 2019

By Thomas Britt Life is full of unexpected twists and turns. While we may start off in one career, our experiences might show us other areas we want to pursue or open doors to new opportunities. That’s exactly how I found my way into my career as a financial advisor. Career Beginnings I started my…

Read More

Why I Became a Financial Planner

October 3, 2019

By Richard W. Stout III There’s not much in life that induces more feelings of anxiety or vulnerability than finances. Whether you experience it or not, financial security can significantly affect your quality of life. Your financial situation determines what options are available to you, drives your decision-making, and can either bestow freedom or cause…

Read More