P&L: Priorities & Lifestyle Episode 22 – Family Transitions from the Perspective of the Next Generation with Chad Bruce Listen Now! Chad Bruce is the President of...
Aug
02
P&L: Priorities & Lifestyle Episode 23 – Running Everything on the Cloud with Kelly Herrod Listen Now! Kelly Herrod is the Owner and President of Herrod Technology (Herrod Tech). Herrod...
Aug
02
P&L: Priorities & Lifestyle Episode 20 – Protecting Your Business from Cyberattacks with Michael Young Listen Now! Michael Young is the Owner and Senior IT...
Aug
02
P&L: Priorities & Lifestyle Episode 17 - Life as an IRS Agent with Gil Vollmering Listen Now! Gil Vollmering is the owner of Waters, Vollmering & Associates, an...
Jul
26
P&L: Priorities & Lifestyle Episode 29 – Reassuring Our Clients during Tough Times with Austin Smith Listen Now! The past two years have been—and still...
Jul
13
P&L: Priorities & Lifestyle Episode 28 – What It Means To Be An Entrepreneur with James Loomstein Listen Now! James Loomstein is a managing partner at Rogue Marketing...
Jun
27
P&L: Priorities & Lifestyle Episode 26 – Mentoring Your Career and Humanity with Burt Hicks Listen Now! Burt Hicks is the President and Chief Strategy and Growth...
Jun
24
Human creativity is the secret ingredient of capitalism. Entrepreneurs and companies create new products, ideas, and ways of getting things done for the future with the knowledge and capital they have in the present. This process creates wealth...
Jun
23
Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer, I was required to learn all about these marvelous...
Jun
16
P&L: Priorities & Lifestyle Episode 25 – Building an Efficient HR Team with Jennilee Autry Listen Now! Jennilee Autry is the HCM Account Executive at Paylocity, a...
Jun
15
P&L: Priorities & Lifestyle Episode 24 – Never Stop Planning Your Finances with Kevin Kennedy Listen Now! Kevin Kennedy is the President of Kennedy Wealth and...
Jun
02
This week’s Thoughts on Things Thursday come with a heavy heart, but I can only hope they will help someone if they are struggling. We lost two clients this week. One lived fully to an old age and died peacefully; the other tragically chose to...
May
05
Have you ever thought about how the tips, tricks, and insights you share with others can have a lasting impact? The sound advice you share with people can drastically change their lives even though it may seem so simple to you. We recently had a...
Apr
07
Clients First As large service corporations become more efficient and tech-forward, it creates opportunities for those of us who build personal relationships with our clients. When we bring on a new client, the first step is to help them...
Mar
10
How will you respond to uncertainty? Impossible to Predict, Possible to PlanPeople are unpredictable, and therefore the future is unpredictable. In Christian terms, we call it free will, and it means we believe that God grants us the ability to...
Feb
28
Inflation is running at 7.5%. What’s your move? Inflation is hitting historic levels meaning this is the kind of stuff you tell your grandchildren about someday. Even depreciating assets, like your car, boat, or RV, have appreciated over the last...
Jan
28
In our recent semi-annual reviews with clients, it has become almost routine for us to look at portfolio returns together and say, “That looks great!” Well, last week was not so great. The market corrected, and there was nowhere to hide. Didn’t...
Jan
26
The fourth quarter of 2021 did not break stride from the rest of this year. The jobs reports continued to come out extremely strong; corporate earnings did the same. As the last quarter of the year wrapped up, we are now officially below the...
Mar
05
Rob published a great article in the Mansfield Record that talks about living life to the fullest while also planning for those unexpected events. Click below to read more!
Jul
07
In this video, Austin and I talk about Equity Indexed Annuities. We’ve been analyzing quite a few of these lately and there are two major takeaways: They are complicated. They provide a guaranteed income...
Dec
11
Thoughts on Time: Time and again, couples, when they set an appointment for an initial visit will say things like “We’ve been planning on coming to see you for years”, to which I always reply “Why did you wait so long?”. Generally, their...
Dec
11
There are often many important questions around how to invest money in your 401(k). For most of us, what we are able to accumulate in our 401(k) during our working lives is going to be a critical component to our retirement. Because of this, it...
Nov
02
A recent Wall Street Journal front page story, “The Morningstar Mirage,” stated what most advisers should already know: Morningstar ratings don’t mean much. In my experience, those who rely upon star ratings do so for one of three reasons: ...
Oct
24
The Wall Street Journal did a whole series of articles last week on the big shift major mutual fund companies are seeing away from active management. See: Wall Street’s ‘Do-Nothing’ Investing Revolution. The evidence against active management has...
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