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April is National Financial Literacy Month! Considering today’s financial landscape, financial literacy is becoming just as important as any other basic survival skill. As is the case when learning any skill, financial literacy is not a one-time event, but rather a life-long learning process. In...
Topics: Webinars and Videos

No B.S., No Baby Talk There is a science of investing. Unfortunately, much of what passes for investment advice has little connection to this science. Our policy when it comes to investing is simple: no B.S., no baby talk. When we make recommendations, it’s because...
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The Financial Planning Association® (FPA®) and the Journal of Financial Planning recently released the results of their annual “Trends in Investing Survey”. The survey includes responses from over 300 advisors of various backgrounds and shows advisor data on investments used, diversification, asset allocation, rebalancing and...
Topics: Economy and Investing, Yeske Buie in the Media