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Category Archives: Financial Planning

Rollercoaster

How Exciting is Your Ride?

The volatility of the market this year has been a classic example of how Portfolio Theory works. We explain!
  • Permalink
  • Posted: Jun 24 2020
Hand holding donut and apple

Are you better than before?

Habits are a fascinating subject and the topic of a book called Better Than Before. This may be a good time to think about our habits and how to change them.
  • Permalink
  • Posted: Jun 1 2020
pandora box

What has been unleashed?

In the real world, not all side effects of an opened box are bad.
  • Permalink
  • Posted: May 22 2020
Brian Barnett

A Sad Farewell

We say goodbye to our wonderful Client Services Manager.
  • Permalink
  • Posted: May 11 2020
bar charts and graphs to indicate analysis

The Value of Modeling

Modeling is the key to successful financial planning.
  • Permalink
  • Posted: Apr 27 2020
Woman sitting on hillside with book.

What Will You Take?

Think about will you take away from this experience.
  • Permalink
  • Posted: Apr 17 2020
Piggy bank, percent sign indicating Interest rate and small model of a house.

Making the Best of Low Interest Rates

by Mary E. McCraw, CFP® In 2012 and 2016, I wrote about refinancing as we were experiencing very low mortgage rates. After bumping higher the last two years, we are happy to see that mortgage rates are once again low.…
  • Permalink
  • Posted: Sep 6 2019

Gaming the Tax System on College Savings Plans

by Kristina K. Bolhouse, CPA/PFS, CFP® One of the enhancements of the Tax Cuts and Jobs Act of 2017, is the ability to use 529 College Savings Plans for K-12 tuition expenses. Specifically, up to $10,000 per year may be…
  • Permalink
  • Posted: Jun 14 2019

Kids & Money: Teen Checking Accounts

by Mary E. McCraw, CFP® April is always a big month in our house as we celebrate our twin girls’ birthday. This year was a particularly big month as they turned 13 and we now have two teenagers in the…
  • Permalink
  • Posted: May 8 2019
AI plays chess

Futurism Part II: Artificial Intelligence

by Ralph Broadwater, MD, CFP®, AIF® In a previous newsletter I wrote about the exponential changes that are occurring in our modern world. I would like to spend a little time discussing one of the most exciting areas of growth…
  • Permalink
  • Posted: Dec 21 2018
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