Latest Articles Written by our Team
Why You Shouldn't Compare Your Portfolio to the S&P 500
Every time the S&P 500 hits a record, investors wonder how their own accounts measure up. But the S&P 500 covers only two of Dave Ramsey's four categories — Growth and Growth & Income — leaving out Aggressive Growth and International entirely. Comparing four categories to two isn't a scorecard; it's a recipe for frustration. Here's what's happening beneath the headlines in small caps, value stocks, and international markets, and why owning all four still matters.

Grandparent-Owned 529 Savings Plans: The Benefits of Recent Changes
For many families, funding a child's education is a top financial goal — and grandparents often want to help. A recent change to federal financial aid rules now excludes grandparent-owned 529 accounts from the student income portion of the aid calculation, removing a longstanding drawback. Combined with tax-free growth, generous gifting limits, and new flexibility for unused funds, these accounts deserve a second look as part of a family's education funding and legacy planning strategy.

Sinking Funds: The Secret to Stress-Free Spending
Car repairs, Christmas, and insurance premiums may feel like unexpected expenses, but they’re often predictable costs that can be planned for. Associate Financial Advisor Jonah Kearns explains how sinking funds help break larger expenses into manageable monthly savings, making it easier to stay on budget and avoid unnecessary financial stress.

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What We Learned this Week

The Fed Just Raised Rates for the First Time in 3 Years | What It Means for Your Retirement

Markets Rally Despite Fed Pressure, AI IPO Surges & Iran Oil Tensions

Markets Rally Into July 4th | Softer Jobs Report, Fed Outlook & Why Tech Still Lagged

AI Fatigue Hits Wall Street | Tech Pullback, OpenAI IPO Delay & Market Update

Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish

Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset

Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard

New Highs, Then an Inflation Wake-up Call

The Market’s Down - Now What? Biblical & Proven Wisdom For Investors

The End Game For Tariffs The Media Isn't Talking About & How This Markets Is Trading Like 2018

Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings

Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets #retirementplan #retirementsavings

Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings

Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan

The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan
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