• young adults financial planning ad

Investing

­

A Financial Starting Point for Young People

By: David Jeter, CFP®

You may be a freshly minted graduate beginning your first ‘real’ job or maybe you’re a couple years in and feel confident about your start in our profession. Either way, you have a financial […]

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 […]

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 […]