A Life Worth Living

Published by: Chad Taylor, Managing Partner

If you think about it, almost every major holiday centers on gratitude.

With New Years, we express gratitude for new opportunities and a fresh start. With Valentine’s, we express gratitude for our significant other. Mother’s and Father’s Day, gratitude for our parents. Memorial Day, gratitude for those who gave their lives for our country…READ MORE

Lifting As We Climb

Published by: Chad Taylor, Managing Partner

The Olympics are here again! My family and I love watching the Games because it’s a chance to marvel at superhuman feats of skill and athleticism. More importantly, I also find the Olympics to be a great source of inspiration due to the courage and perseverance shown by many of the competitors...Read More

What Out For The Media

Published by: Chad E. Taylor, Managing Partner

Sometimes people ask me, “What should I watch out for when it comes to preparing for retirement?” I think they usually expect me to tell them about a specific stock to avoid or something like that. But my answer is far different. You see, one of the biggest things to watch out for is actually the financial media. READ MORE

eBook: How Much Income Do You Need In Retirement?

Published by: Chad Taylor, Managing Partner

How much money do you need on a monthly basis for your ideal lifestyle? If you're unsure, or even overwhelmed by the question, you're not alone.....Read eBook

Summer Market Update

Published by: Chad Taylor, Managing Partner

Every year around this time, parents, grandparents, and guardians prepare for Back to School season. This year is no different – except how they prepare may be very different indeed. Due to the pandemic, parents now have some difficult choices to make. Do they send their children back to school? Do they choose online learning? Should they homeschool for a year? It’s a difficult question with no easy answer because there are so many factors to consider. How many cases are in the area... READ MORE

Coronavirus Market Update

Published by: Chad Taylor, Managing Partner

Imagine this:

You’re on the highway, drumming your fingers along the steering wheel and humming to the music on your radio when suddenly you look at the speedometer. Woah! You’re driving 83 miles per hour – and the speed limit is 65. Hoping the highway patrol isn’t around to see, you immediately press the brakes. Has that ever happened to you? (Yeah, me neither. Wink-wink.)

Well, on Thursday, June 11, that’s exactly what happened to the markets.... READ MORE

Look For The Helpers

Published by: Chad E Taylor, Managing Partner

“When I was a boy and I would see scary things in the news, my mother would say to me, ‘Look for the helpers. You will always find people who are helping.’” – Fred Rogers

How are you? I hope this letter finds you safe and well. This is a scary and uncertain time for many people, a time unlike any most of us have ever experienced. Every day, we’re beset with new headlines and social media posts about the pandemic. While we know this will all end eventually, sometimes eventually can feel very far away.... READ MORE

An Update on the Coronavirus Situation

Published by: Chad E Taylor, Managing Partner

On Thursday, March 5, 2020, the Dow fell 969 points – just the latest in a week of wild swings. While monitoring the situation, a headline caught my eye...Read More