Monthly Minute
Monthly Minute – September 2021
Old 401(k) Plans This month we are going to focus on old 401(k) plans. There’s a good chance that you have changed jobs at some
September 22, 2021
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Monthly Minute
Monthly Minute – August 2021
Umbrella Insurance Our focus this month is on a specific type of personal liability coverage, umbrella insurance. I’ve found that similar to our topic last
August 2, 2021
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Monthly Minute
Monthly Minute – July 2021
Updating Beneficiaries This month, take some time to make sure your beneficiary information is correct. This includes your 401(k), any IRAs, and both group and
July 5, 2021
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Newsletter
July 2021 Newsletter
HEALTH SAVINGS ACCOUNTS In the fall of every year, most companies begin Open Enrollment. This is a time when you can make changes to your
July 1, 2021
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Blog
Robinhood, GameStop, & Other “Get Rich Quick” Schemes
Who wouldn’t want to invest $1 today and have it turn into $2 overnight? Even better, invest $1 today and have it turn into $3
February 5, 2021
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Blog
What Are You Thankful For?
Many things have been written about what makes us happy. One that stands out to me is Bronnie Ware’s “Top Five Regrets of the Dying.”
November 26, 2020
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Blog
Do Elections Matter?
Have you ever wondered if you should change your investments leading up to an election? Ever thought, “if (fill in the blank) gets elected, the
October 27, 2020
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Blog
Major League Baseball and Greed: A Different Perspective
Most people that know me, know that I spent eight years of my life playing professional baseball. What they don’t know and what most baseball
June 17, 2020
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Blog
What’s in a Name? Why Shepherd?
“O, the overwhelming, never-ending reckless love of God. O, it chases me down, fights ‘til I’m found, leaves the ninety-nine.” God spoke to me through
June 10, 2020
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Blog
What Are You Paying For Your Investments?
In the world of investing, the most popular thing to focus on is the rate of return. A typical investor may ask themselves, “How did
May 26, 2020
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