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Focus on What You Can Control
Personal Planning02/05/2025

When investing for retirement, success is most likely when you give much less attention to the things you have no control over. For example, if you're constantly monitoring the short-term behavior of...

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Third Quarter 2024
Quarterly Reports02/03/2025

How Politics Relates to Economics The coincidences in life are amazing. I was a young economics student when the Soviet Union began to collapse, and it was fascinating. We had a visiting professor...

eggs grid
First Quarter 2024
Quarterly Reports02/03/2025

Don't Put All Your Eggs in One Basket. Have you ever finished someone else’s sentence in your head? And, then been totally surprised by what the person actually said? So, there I was in Opelika, AL....

track grid
Second Quarter 2024
Quarterly Reports02/03/2025

Are You Well? Like Father Like Son. In May, my son Charlie anchored his high school’s 4x800 relay team during the state championship track meet. When the third runner handed him the baton, they were...

flip flop grid
Fourth Quarter 2024
Quarterly Reports02/03/2025

Flip-Flop We survived yet another election year. I don’t know about you, but I am glad not to see any more political advertisements, at least for a while. Politics is a full-contact sport and not for...

Money grid
Money Scripts
Wealth Management01/29/2025

Day-to-day life can become mundane and monotonous. Some days, when following the same routine and interacting with the same people, we can, at times respond to a given situation in a "scripted"...

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Keeping Up with the Joneses
Wealth Management01/22/2025

When your neighbor’s house goes on the market, do you jump on Zillow to check the price? Do you feel the need to replace your old vehicle when everyone you know seems to be upgrading? As a society,...

Social Security Benefits
When Should You Start Claiming Your Social Security Benefits?
Personal Planning01/08/2025

If you want to start a lively discussion among a group of retirement experts, just casually toss out the question, "What's the best age to start taking Social Security?" The reason the answer to...

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Managing Your Investments with Your Financial Plan
Wealth Management01/01/2025

New Year, new goals. What is your big, bold goal for retirement? And what legacy do you want to leave behind? These are some of the key questions one of our advisors might ask when they are getting...