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Managing Investment Risks

Is a Downturn on the Horizon? How We Watch Over Your Money

By Jon Powell, CFP® It’s no secret that things in our world are a bit uncertain these days. It feels like we’re constantly waiting for the other shoe to drop. Most of us dislike this level of uncertainty, but do you know what dislikes it even more? The market.  Stocks have been plummeting lately, not […]

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Fiduciary Financial Advice

Is Your Financial Advisor a Fiduciary?

It’s not hard to find a financial advisor. Google will spit out results in your area that can make your head spin. The challenge is finding the right financial advisor, someone you can trust to provide honest advice and help you achieve your goals. Unfortunately, whether someone calls themselves a financial advisor, financial planner, wealth […]