Financial Planning

Understanding Inflation in 2021

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest – inflation. Continue reading

Inflation, Interest Rates and Taxes in Q2 2021

As we begin the second quarter, it would be an understatement to say that investors have faced historic challenges over the past year. From the pandemic lockdowns to the sudden recovery, staying invested and maintaining a long-term view has been rewarded. Continue reading

Will Goodson In The News!

Our very own senior financial advisor, Will Goodson, CFP®, recently sat down with a KLTV reporter to discuss the recent round of government stimulus checks. Will discusses how individuals and families can best use these funds for saving and investing, and outlines the key ingredients for long-term financial planning. Continue reading

Stimulus Checks Are Arriving

One year into the pandemic, individuals everywhere are still experiencing emotional, physical, and economic implications. In an effort to ease the pandemic’s detrimental effects, the federal government has recently passed a third stimulus package called the American Rescue Plan Act. Continue reading

Interest Rates Spike

The sudden rise in interest rates has spooked some investors. Fears of runaway inflation, the Fed losing control, and concerns over highly-valued sectors have resulted in renewed market volatility. Continue reading


Over the last 18 months, Congress implemented two significant bills that have impacted retirement savings accounts. The SECURE Act was a bi-partisan effort directed at improving the ability of American citizens to increase retirement savings. The CARES Act was passed in response to the economic turmoil caused by the Covid-19 pandemic. Continue reading

2020: Reflecting on an Unprecedented Year

The year 2020 proved to be one of the most tumultuous in modern history, marked by countless developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. Continue reading

Bitcoin Mania is Back

Ok, so maybe “mania” is an exaggeration, but there certainly is a renewed interest and hype around Bitcoin these days. Maybe that’s because it’s up over 200% in 2020 and has now surpassed its high from three years ago (currently more than $21,000). Continue reading