Personal Index Portfolios: Faith-Based Investing
Faith-based investing – intentionally avoiding stocks of companies whose products, services, or values do not align with your own.
Insights
Insights
Plain-language articles on planning, investing, and taxes from a fee-only fiduciary firm.
Understanding the Impact of Taxes on Your Retirement
How Social Security, IRA withdrawals, and state residency are taxed in retirement, what the 2025 tax law changed for retirees, and strategies such as Roth conversions to lower the bill.
5 Classic Rags-to-Riches Films
These rags-to-riches films show the stories of some characters who found success after tough starts. But sometimes, riches aren’t what they seem.
6 Great Books for Young Investors
These books will help young (and young at heart) investors understand what it means to be financially successful.
What Does Your Personality Type Say About Your Investing Habits?
How personality type shapes investing behavior, and a free personal financial assessment (similar to Enneagram or MBTI) to learn your own tendencies.
Talk with a CFA and a CPA/PFS, CFP® about your situation
A free introductory meeting, no obligation. Financial planning is included as part of the investment management fee, so there is no separate planning charge.