Unemployment Steady at 3.6%; Employers Added 390,000 Jobs in May
Last month, employers added 390,000 jobs according to the Labor Department. That was the slowest pace of growth since April of 2021....
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Olivia Royal
- May 25, 2022
- 2 min
Bear Markets
Many people assume successful investing comes from picking winners. The way you win is by producing alpha and outsmarting the market....
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Olivia Royal
- May 5, 2022
- 3 min
April's Outlook
May 5, 2022 Dear Clients and Friends, It has been a turbulent 2022 so far for investors. The S&P 500 Index was on track for its worst...
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Olivia Royal
- Sep 21, 2021
- 2 min
Analyzing Biden's New "American Families Plan" Tax Proposal
Democrats in the House introduced a new tax proposal on September 13, 2021 that could have an impact on many of our clients. From...
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Olivia Royal
- Aug 7, 2020
- 3 min
When Should You Buy Umbrella Insurance?
By Jared McGahee, CFP® Do you have insurance? I’m wagering that most of you answered, “Yes, of course!” It probably goes without saying...
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Olivia Royal
- Jul 20, 2020
- 4 min
The Top 5 Financial Planning Challenges In The First 10 Years Of Retirement
By Jared McGahee, CFP® Even under normal circumstances, planning for retirement can be stressful. With the chaos that a global pandemic...
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Olivia Royal
- Jun 15, 2020
- 3 min
Financial Planning For Small Business Owners
By Jared McGahee, CFP® Proper financial planning can make or break a business. It’s not the sexiest topic, and when you’re busy building...
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Olivia Royal
- May 26, 2020
- 2 min
Why We Became Financial Advisors
By Jared McGahee, CFP® Would you hand over your house keys to a stranger? That’s often what it feels like to work with a financial...
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Olivia Royal
- Apr 30, 2020
- 3 min
What We Do And How We Can Help
By Jared McGahee, CFP® You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you...
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Olivia Royal
- Nov 22, 2019
- 2 min
Saving Money Around the Holidays
The cold weather is here, and the holidays are following closely behind! It is easy to get caught in the holiday spirit and go overboard...
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Olivia Royal
- Nov 13, 2019
- 2 min
Tips for Debt Management
Are you dealing with debt? You’re not alone. Debt.org states, “Total U.S. consumer debt in 2017 was $12.84 trillion or about $200 billion...
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Olivia Royal
- Nov 7, 2019
- 2 min
End of Year Finances
As we inch closer to the end of the year, many Americans are taking steps to prepare their finances for 2020. Whether you are retired or...
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Olivia Royal
- Oct 29, 2019
- 2 min
Adjusting to Retired Life
Retiring is a major, life-changing event. After working for years and letting your profession mold your identity, you are now free from...
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Olivia Royal
- Oct 23, 2019
- 2 min
Why It Pays to Start Saving Early
If you are just beginning your career, you are probably beginning to hear a lot about saving money for retirement. While retirement...
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Olivia Royal
- Oct 15, 2019
- 2 min
Simplify Your Retirement
After working for many years, retirement is the time to dedicate to yourself and your passions. For many retirees, they would like to...
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Olivia Royal
- Oct 10, 2019
- 2 min
How Health Impacts Wealth
Your health has a pretty big impact on your wealth whether you realize it or not. Various studies have been conducted throughout the...
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Olivia Royal
- Oct 2, 2019
- 2 min
Finances After a Loss
Dealing with the loss of a loved one is an especially difficult, emotional time. While navigating many personal issues, you must also...
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Olivia Royal
- Sep 25, 2019
- 2 min
3 Commonly Overlooked Retirement Expenses
If you have a retirement plan, good for you! While you may feel as though you’re all set for retirement, several expenses occur during...
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Olivia Royal
- Sep 18, 2019
- 2 min
Budget-Friendly Tailgate Tips
Football season is finally here! Whether you’re supporting your local high school team at the stadium or cheering on your favorite NFL...
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Olivia Royal
- Sep 12, 2019
- 2 min
Social Security Myths Debunked
Whether you at the age of retirement or have several years to go, you have more than likely heard a lot of information regarding Social...
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