Post-Death Planning

Have you ever wondered what happens to your unpaid bills after you die? You might be surprised to know that it depends on what kind of debt is still outstanding.

Charitable Giving Tips For Year-End

It’s hard to believe, but the countdown is on to make your year-end charitable gifts. Due to deadlines imposed by various custodians and brokerage firms, it’s important to make decisions quickly and to implement them as soon as possible.

2019 Q3 Investment Report

Curious how the markets did last quarter? Our chief investment officer discusses interest rate cuts, the S&P 500, and the inversion of the yield curve.

6 Money Lessons To Put You In The End Zone

Football season is here, and who doesn’t love a good football-finance comparison? Our partner, Jason Farris, loves football, so naturally, he wrote an article about 6 money lessons to learn from football.

What Is The Deal With Qualified Opportunity Zones?

Opportunity Zone investments were created Tax Cuts and Jobs Act of 2017; however, very little has been discussed about them until this year, mainly due to the time necessary for local, state, and federal government agencies to identify the Qualified Opportunity Zones.