My story really started when I was just 10 years old. A lover of baseball cards, I would go to our local grocery store and buy a pack of cards for $1. Already a budding
Wealth Manager: How I Got Started
Sample New Client Report
Here’s a look at the very first thing we do with our new clients. Our new clients answer a few simple questions about how they feel about money. More specifically making it and losing it.
A 30-Year Mortgage Can Hurt You
The number one hurdle to increasing personal wealth is debt! More bluntly, the 30-year mortgage is the major stumbling block to becoming a millionaire. According to financial book author Chris Hogan, if you do the
Adams TV: What’s a Recession?
https://youtu.be/p4PuFRVVNM4
How Long will a Million Dollar 401(k) Last You?
A million dollars isn’t what it once was. These days, lots of people are millionaires on paper, due to the rising value of their homes and retirement accounts, but they don’t necessarily feel rich. If
New Job? Don’t Forget Your 401K.
If you have recently accepted a position with a new company but have 401(k) funds invested with your previous employer, it’s important to understand the three options you have moving forward. Complete a 401(k) Rollover
The Power of Investing
Thinking about investing? Unsure whether it’s a good option for you? Check out this video to learn why it’s important to begin building your nest egg early in life.
TWO Investing Questions
There is an investment strategy out there for just about everyone, whether you want to be aggressive or preserve your capital long-term. It can be easy to get bogged down in the Investing section of
12 Dividend Aristocrats for Every Month of the Year
Stocks with long track records of annual dividend increases offer investors a sense of comfort. Shareholders can all but count on their income going on – and going up – year after year. With a
Investors Should Never Forget the Enron Name
Jeffrey Skilling, the former CEO of Enron, was released from federal custody after serving more than 12 years in prison for fraud, insider trading and conspiracy. Skilling resigned as Enron’s CEO just a few months