Archive for December 2020
2020 A Year We Won’t Forget
I think we can all agree that this year is one we will not forget anytime soon. From all-time market highs at the end of February, to the market being down over 30% just 23 days later and now, back to all time market highs as of this writing in late December. What a ride…
Read MorePlanning for Children
With one little one already and another one on the way, Carson Odom discusses the joys of parenthood, but also the importance of planning for kids and their future. At the end of the day, regardless of how you choose to save for a child, the most important thing is that you get started. Investors…
Read MoreOur 3 Bucket Approach to Personal Finance
David Adams explains his modern, 3 bucket approach to personal finance in detail. This approach is used with every client he personally works with and can be applied to any financial situation.
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