The Roth IRA…The Greatest Thing Since Sliced Bread

By: Nancy D. McKee, CFP®

My mother was well known for her prolific use of expressions: “Money doesn’t grow on trees,” and “If wishes were horses, beggars would ride.”  Sometimes we knew what she was inferring, but other times her sayings […]

Investment Choices or Investor Choices?

By: David Jeter, CFP®

There are two primary economic stories that are catching our attention as we begin 2015.  One is the rise in the value of the U.S. dollar vs. other currencies, and the second issue is the plummeting price […]