by Jonas Lowery, CFP® | Oct 20, 2022 | Blog
Since their introduction nearly 30 years ago, 529 plans have been the go-to savings vehicle for ever-increasing college education costs. New changes to the FAFSA will change the way families plan around generational gifts for college costs. First, Back to Basics What...
by Joseph "Bo" Billeaud | Sep 21, 2022 | Blog
Let’s climb into the Way-Back machine. First stop – September 1974. What were the then news headlines? There were many, but probably the most impactful one was the resignation of Richard Nixon as part of the Watergate scandal fallout. That entire event, which...
by George W. Holland, IV | Sep 15, 2022 | Blog
As we endure another downside move in the current bear market in stocks, there are some technical analysis terms that come to mind: Bottoming and Bear Market Traps. Before explaining those terms, it is helpful to understand the two broad categories of investment...
by Montgomery Gossen | Aug 15, 2022 | Blog
It is both easy and convenient to ignore the harsh truth of mortality. While we try to focus on the good things in life and living in the present, acknowledging the inevitable throws a silencing wrench into our plans. It cuts things short, causes disruptions, and...
by Montgomery Gossen | Jul 6, 2022 | Blog
Through June 28th, the S&P 500 Index has tallied a -20% return over 68 negative trading days this year1. With each additional negative day in the markets, investor confidence continues to erode. As the emotional toll builds, it reaches a terminal velocity where...
by Joseph "Bo" Billeaud | Jun 18, 2022 | Blog
How many billionaires are there today in the United States? While there is no definitive count, most estimates put the number at no more than 1,000. Whatever the precise number, given the power of compounding, there should be many times that number of billionaires in...
