By Cicily Maton, CFP® CeFT® We all know there is a presidential election coming. It’s in the news, on television, more

by Andrew Sivertsen, CFP® CeFT® Six months ago, I wrote an article about how to manage volatility risk (the swings more

by Jude Boudreaux, CFP®, Sr. Financial Planner Why buy bonds? Recently, our clients have been asking the excellent question of more

by Michael Branham, CFP® What a wild 2020 we’re having! The impeachment hearings in early 2020 are but a distant more

by Michelle Maton, CFP®, EA, CeFT™ As a part of the Coronavirus Air, Relief and Economic Security Act (CARES Act) more

by Jude Boudreaux, CFP®, Sr. Financial Planner and Caleb Arringdale, TPC Tax Advisor We recently received a message from a more

by Amber Miller, CFP®, CSRIC™ College savings plans, which include 529 Plans, are a great tax advantaged way to save more

by Amy Tessmer, CPA and TPC CFO If you’ve been following the news and guidance related to the Paycheck Protection more

by Autumn Campbell, CFP® This article is based on, “How to Build and Maintain Meaningful Virtual Engagements” originally published by more

by Amber Miller, CFP®, CSRIC™ Accepting the Uncomfortable Together I had already planned on taking last week off from work. I more