"Why You Should Consider Hiring a Certified Financial Planner (CFP®) for Your Financial Needs"
Certified Financial Planners (CFP®) are professional financial advisors who have met certain education, experience, and ethical requirements set by...
Do I Need A Financial Advisor Or Should I Go DIY?
I'm often asked whether people should hire a financial advisor or go the do-it-yourself route. And while there's no easy answer, in this blog post,...
"Boost Your Financial Productivity: 5 Habits to Help You Achieve Your Goals"
Are you looking to improve your financial productivity? Whether you're saving for retirement, trying to pay off debt, or just want to better manage...
Financial Planning for Retirement in Argyle, TX
Retirement is a significant life event that requires careful planning. As a financial advisor in Argyle, TX, we understand the importance of ensuring...
Tax Loss Harvesting for Crypto
Cryptocurrencies retreated in price recently. Coins like Bitcoin and Ether are in sharp drawdowns after years of stellar returns. Individuals are...
Loans forgiven? (headlines missed this BIG detail)
Have questions about the recent student loan forgiveness announcement?
Market Insight July 11, 2022
It has been a while since I have written one of these but I will try to get back to a regular schedule. However, I do feel we have a crisis in...
Financial Life Planning - What It Is and Should You Use It?
Taking the first steps in financial planning is a big leap in your life as a person or as a couple. However, financial planning is not just about...
Market Insight February 21, 2022
The Markets
Investors’ appetite for risk diminished as the Russian threat to Ukraine intensified.
Volatility was high last week as investors guessed...