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News & Updates

2017 Was A Wild Ride

Our first full year with President Donald J. Trump was filled with abundant noise and distractions while he worked to...

Service, Sacrifice and Honor

“I’m not afraid to die.  I have a great relationship with God.  If you don’t believe in God, well, then you...

Lessons from Wall Street

I am on the Finance and Banking Advisory Board at my Alma Mater, Appalachian State University.   This fall, I was...

Is the Grass Greener?

The idiom, “The grass is always greener on the other side” implies a hard truth; we are rarely satisfied, but...

Healthy Habits

A client recently brought his son into the office to have initial discussions around saving and investing for the future. ...

Family Vacation

Our family is a tight knit crew and we derive a lot of joy from spending time together.   We like...

Summer Jobs for Kids

Have you ever heard someone describe another person as being “good with money”?  Adults with these habits generally start handling...