Articles

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

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A Retiree’s Guide to Inflation

This guide breaks down where inflation shows up, how it compounds, and considerations to help protect your income.

retiree guide to inflation

101 Trips to Take in Retirement: A Guide to Exploring More, Your Way

Discover destinations worth every mile. You’ve earned the time. Now make the most of it.

From First Job to Retirement—Plan Smart

Your free decade-by-decade guide to building a confident, fulfilling retirement.

Your Retirement Guide

101 Tips for a Smooth Transition