All Thoughts

What Entity Choice is Right for Me?

By Kaleb Price, CFP®, CPA

What Entity Choice is Right for Me?  Are you thinking about starting a business and not sure what entity is the right choice for you? If you’ve ever gone on to the secretary of state’s website to create a new entity, the choices...

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Cybersecurity Best Practices

By Lenox Brown

As we reach the end of October, Cybersecurity Awareness Month comes to an end. Cybersecurity Awareness Month was created 20 years ago as a collaborative effort between government and industry to ensure every American has the...

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Advanced Health Care Planning

By George W. Holland, IV

Take control of your health care decisions! With all the advances in medical technology and the many choices that must be made, we should all take the time to put certain documents in place in case we are incapacitated and...

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The Opposite of Spoiled

By Erin Despot McMenemon, CFA®

When you have children or grandchildren, your first thought is often, "How do I give them the world?"  But the second may be, "How do I raise good, kind, generous people—the opposite of spoiled?"  They can coexist, but what is...

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Drowning in Paper? How to Clear the Clutter

By Leslie Campora

When it comes to document retention, it is easy to get overwhelmed figuring out what to keep and what to discard.  Often, we resort to keeping EVERYTHING. But in this digital age, with online statement and document retrieval,...

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True Confessions of a Reformed Bad Behaviorist

By Joseph "Bo" Billeaud

Many of you may know that I finished school with a degree in engineering.  Chemical Engineering to be exact.  The type of personality that might be attracted to the engineering sciences most often has a data-driven,...

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The State of Social Security Benefits

By Montgomery Gossen

Earlier this year, the Social Security Board of Trustees released their annual report on the solvency of Social Security benefits.  Over several years, the Board of Trustees has continued to report on funding issues for...

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Resolute, Part II – The Bond Market

By Jonas Lowery, CFP®

Following up on our recent blog – Resolute, Part I – The Stock Market – we now shift our focus to bonds. There’s a tenet of investing known as the Risk/Return Tradeoff.  Simply put, the more inherently risky an investment is,...

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