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blog, News, Retirement Planning

Discover a Fulfilling Retirement and Embrace Your New Chapter

Thinking about retirement?

The decision to retire encompasses more than just financial considerations; it profoundly influences your overall well-being. Surprisingly, the timing of your retirement might even impact your longevity. A 2001 study by the Social Security Administration Division of Economic Research highlights a potential link between early retirement and higher mortality rates, emphasizing the significance of careful planning and thoughtful preparation for the post-work phase of life.

As this pivotal juncture approaches, two crucial questions should

Posted on September 1, 2023 0
blog, News, Retirement Planning

I’ll Huff and I’ll Puff and I’ll Blow Your House Down

We all know the story of the Three Little Pigs. Those three boys had mooched off of Mama Pig long enough, and she told them to hit the road. Like any good Mama, before their departure she warned them about the wolf. But not all of the little pigs took the warning to heart, and so came the straw, stick, and brick houses with some huffin’ and puffin’, and they all lived happily ever after. But not all

Posted on August 25, 2023 0
Firm News, News

Jessica Hovis Smith named recipient of the 2023 NAPFA Inspiring Leader Award

We are absolutely thrilled to share with you all that our President, Jessica Hovis Smith, has been named the recipient of the 2023 NAPFA Inspiring Leader Award!

The award is presented annually to a NAPFA member who has established a record of encouraging, motivating, and engaging others in reaching their full professional potential.

Adding to the list of her many other accomplishments, this award is a true testament to Jessica’s contribution not only to our team, but

Posted on April 24, 2023 0
blog, Investment Planning, News

How the Banking Failures Unfolded

I am sure you, like me, have been watching the unfolding events in the banks over the last couple of weeks with a level of apprehension.  At the heart of the issue is the banking system’s exposure to rising interest rates.  There are larger problems than rate exposure at the banks, however it is unclear if these problems would have been exposed without higher rates.  By and large, the banking system is well capitalized and lending standards have been

Posted on March 27, 2023 0
blog, News


As I begin to prepare for our first company offsite of the year, I find myself grateful.  Gratefulness is a personal core value, but it is also a value our team shares. In fact, every Monday, we have a “gratefulness session” and share at least one thing for which we are grateful. Today

Posted on March 13, 2023 0
blog, Investment Planning, News

Fear Factor

When I say ‘fear factor,’ I’m not talking about that old American television game show from the early 2000s where contestants blindly stuck their hands in boxes of spiders *shiver*, among other ridiculous stunts, in an attempt to win money. I’m referring to good, old-fashioned fear, apprehension, alarm, and distress.

I know, this post is starting off on a strong, positive note. But stick with me. You know I’ll turn this into a story about financial planning or

Posted on December 30, 2022 0
Firm News, News

Longview’s Ribbon Cutting & Open House

Drop in on Thursday, June 9th from 4:00 -6:00 pm for our ribbon cutting and open house. We’d love to show you our new place! Details of the event can be found below:

Posted on May 27, 2022 0
blog, Investment Planning, News

Market Commentary

Note: This market review was published on May 24th, 2022 and may not be reflective of current market or investing issues.

“A genius is the man who can do the average thing when everyone else around him is losing his mind.”

~ Napoleon

The news around the economy and markets is getting pretty loud these days. I thought it would be appropriate to look at some facts and practical advice on how to make wise decisions in

Posted on May 24, 2022 0