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Unpredictable, Uncontrollable, and Unexplainable

March 9, 2022/Jeff Shelton

The stock market is unpredictable, uncontrollable, and unexplainable. Many investors want to believe there is some crystal ball or magic wand that can give us a “heads up” when it comes to market declines.

What Should You Do About the Russia–Ukraine Crisis and Market Volatility?

March 4, 2022/Nathan Shelton

The events of the last few weeks in Ukraine have been stressful and upsetting to many of us. The buildup of Russian forces along the border, rising tensions, and the ensuing attack have caused worldwide shockwaves. People across the globe are understandably concerned and anxious.

Is a Roth IRA Conversion Good for You?

February 15, 2022/Piercen Harnish

When completing a financial plan, many questions may arise. One of the biggest questions I get is whether to contribute to a Roth IRA or a traditional IRA. The next biggest question I get is whether a Roth conversion is an appropriate action.

What Should You Do About Inflation and Stock Market Volatility?

January 28, 2022/Nathan Shelton

After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 2020.

Take an Inside Look at a Financial Plan

January 27, 2022/Matt Fry

We have no lack of information these days—reviews, history, product specializations, and more details than we’ll ever need about anything we want to buy are right at our fingertips. In other words, before making a major purchase, we can arm ourselves with knowledge to make the best choice possible.