Latest Blogs
See the latest blog below or select a blog by category.
Initial Consultation
The first thing we’ll do when you set up a free initial consultation with us in one of our Goodlettsville, Cool Springs,
Business Owner Central
Can your business fund your retirement? Do you want to know what your business is worth and gain better understanding of what you need
How the New Tax Laws Might Affect Your Financial Plan
The year 2020 brings in a new decade and it also brings new tax laws. These new laws affect financial planning, and we want you
A 2019 market recap—how not to be misled in 2020
Overall 2019 was a good year for returns in the stock market, but if you look at these returns without context, they can be very
Clarify Your Vision for 2020
I think about goals like driving down a road. I have milestones I want to reach as I continue to move forward in life. One
How Expectations Affect Our Investment Success
Our expectations shape our actions as humans, and investing is no different. The problem with investing, however, is that we can have misplaced expectations without
News and the Stock Market
Investors often freak out when they see negative news on TV, wondering what it means for their stock portfolio. Similarly, they often rejoice when good
The Government and Diversification
The DOW has been hitting record highs lately. Why? Because of the recent tax reductions and regulatory changes that have largely benefited these big companies.
Are Academic Studies Always Good?
Lately, I’ve been pouring through some of the latest academic studies, and just shaking my head. Now, if you know me, you know that I am all about academic research, but academic doesn’t necessarily mean good.
An “Aha!” Moment About Diversification
Throughout my thirty years in the investment business, I’ve witnessed investors going through the same experiences year after year.
Is a Roth Conversion Right for You?
A Roth conversion can potentially save you thousands of dollars in taxes, but it’s not right for everyone. In this blog, I cover the basics of Roth conversions and how they can be used in financial planning,
Women’s Financial Issues
Paul Winkler, Anne Sawasky, and Arlene Brown talk about women’s issues in social security, financial literacy, and other general financial issues for both men and women.
Investor Education
All of our clients are welcome and encouraged to attend educational workshops in addition to one-on-one wealth coaching on a regular basis. All of these
Women and Investing
8/10/19 Hour 1 Women and investing, marriage and finances, prenuptial agreements
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