What Is Financial Planning & How Is it Different From Investment Management?
Countdown to Retirement: 12-Step Checklist if You’re Retiring in 2024
How Can You Start Living Your Retirement Dream Now?
Is a Downturn on the Horizon? How We Watch Over Your Money
Financial Pitfalls Federal Employees Should Avoid
How Will Inflation Affect Your Government Pension?
401(k)s and Pension Plans: What’s the Difference?
All-Time Highs & The Lows That Sometimes Follow
We’re Never Too Busy to Help Someone You Care About
Annual Enrollment for Government Employees
What Is a Fee-Only Financial Advisor & Why Does it Matter?
Why I Became a Financial Advisor (Derek Johnson)
The Cautious Optimism of Life Resuming after a Lost Year
Making Sense of the First Half of 2020 and Your Investments
Thoughts on COVID-19 – How It’s Affecting Our Clients and Our Firm
How to Protect What’s Yours – While You’re Alive
What Are The Ways A Financial Advisor Gets Paid?
Non-Financial Advice to Help Achieve Financial Success
Things to Think About Before Deciding to Payoff a Mortgage Early
Fixed Income Investing in an Era of Rising Interest Rates
What to Make of Bitcoin From an Investment Perspective
Best Practices Savings Guide
Fiduciary Advisors – What They Are and How to Find Them
How to Handle a Large Inheritance, Settlement, or Windfall
The Your Age in Bonds Rule for Portfolio Allocation Might Be Hurting Your Retirement
Prediction Season – Navigating the Tips and Recommendations
The Pros and Cons of Getting a Store Credit Card
Is The Stock Market Affected By a Presidential Election?
Saving For College – College Costs & How Much To Save
The Ultimate Retirement Account – Health Savings Accounts (HSA)
What to Do With Your 401(k) After Changing or Leaving Your Job