Articles

Uncertainty

March Madness is a great event for any sports fan. Thursday and Friday are filled with games throughout the entire day. Fans fill in their brackets

AJC Article: March Marketing Madness

Did you enter that $1 Billion Bracket Contest sponsored by Warren Buffett and Quicken Loan?  Who knocked you out of contention, Mercer or Dayton?  Oh,

Setting Expectations

Expectations are a powerful tool. Just like any tool, if used appropriately, it tends to add great value, but if not then they can work

The Grisham Bond Market

John Grisham writes some great books. They are engaging, quick to read and they tend to keep you on your toes for the entire book. As

Creating Simplicity

This past weekend, I spent some time drawing out different baseball situations for my little league team that I coach. After our recent practices, it was

The Importance of Corrections

In 2013, the Dow Jones hovered near an all-time high, and investors got pretty nervous.  One of the most common questions we received during that time was  — “When is the next

First Day Anxiety

First time experiences tend to provide people with a lot of anxiety. The uncertainty of the experiences leads to the anxiety. The unfamiliarity with the

Ready to talk with an advisor?

Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.