How Exciting is Your Ride?
The volatility of the market this year has been a classic example of how Portfolio Theory works. We explain!
But, What Could Go Wrong?
When evaluating an important financial decision, remember “But, what could go wrong?”
Forget a Garage Sale: This Trick is so Much Better
By: Kristina Bolhouse, CPA/PFS, CFP® With the heat of summer, sometimes it’s easier to clean inside than work outdoors. It’s tempting to say, “Someday we will have a garage sale” and stick old clothes and other items in a corner…
Kiva Zip- A New Way for Philanthropy
Ralph Broadwater, MD, CFP®, AIF® If you are interested in charitable giving, check out Kiva Zip at https://zip.kiva.org. In March, 2013 President Bill Clinton was in Arkansas to announce the start of Kiva Zip, a project of Kiva.org to make direct…
It’s Not Too Late to Refinance
By: Mary McCraw, CFP® With mortgage rates at historic lows, we have received many questions from clients about refinancing. To evaluate if refinancing makes sense, you need to know both the upfront costs involved in the loan and the rate…