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Cash for Kids: What to Know About the $1,000 Accounts for Newborns
The concept of endowing newborn children with government-funded savings accounts has been around for years, but gained renewed attention...

Jacquie Webster, CFP®
Jun 174 min read


Here today, gone tomorrow? The backdoor Roth IRA takes center stage.
There’s been a lot of talk lately about the backdoor Roth IRA. In particular, its potential elimination if the new federal spending bill...

Dominique McQueen, EA, MBA, CFA, CFP®
Nov 4, 20213 min read


The Top 3 College Savings Strategies To Curb Inflation
With student loan debt averaging $37,000 per borrower, it’s no wonder education planning is top of mind for many parents. Creating an...

Kyle Fulton
Oct 26, 20215 min read


How A Low Rate Environment Is Forcing Investors To Take More Risk
Recent events have caused many investors to seek low-risk investments. But interest rates on "safe-haven" investments have been...

Dominique McQueen, EA, MBA, CFA, CFP®
Oct 5, 20214 min read


A Guide to Investment Analysis
Before making any investment decision, you should start by evaluating the strength of the security. Below, we present a useful guide when...

Kyle Fulton
Sep 23, 20215 min read


5 Habits of Successful Investors
As you develop your investing skills, learn these 5 habits of successful investors to help you fine-tune your personal strategy and gain...

Kyle Fulton
Aug 12, 20214 min read


6 Options to Consider When Selling and Buying a Home in a Seller’sMarket
This article was originally published to Redfin.com on May 7, 2021 by Alison Bentley. Homeowners in a seller’s market face a conundrum....

Will Ashburn, CFP®
Aug 2, 20217 min read


Are Your Cash Savings Riskier Than You May Think?
In a market environment that is highly volatile, any unfavorable economic, market or pandemic related news can move the financial indexes...

Dominique McQueen, EA, MBA, CFA, CFP®
Jul 30, 20214 min read


Spotlight: Exploring Life & Business with Breanna Stott of Finwell
Breanna Stott, Finwell's Founder & CEO, was recently interviewed by the Nashville Voyager to talk about her journey starting Finwell,...

Will Ashburn, CFP®
Jul 29, 20214 min read


SPACs: What are they, and could they be a good fit for your portfolio?
You've probably heard the term “SPAC” a lot recently. But what actually is a SPAC? And are they right for your portfolio goals?

Kyle Fulton
Jul 15, 20214 min read
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