Skip to content

Blog

All
  • All
  • 10 Steps to Financial Independence
  • 30 Lessons on Leadership
  • 529 Planning
  • Book Summaries
  • Corporate Executives
  • Entrepreneurs
  • Factor-Based Investing
  • Faith
  • Family
  • Featured
  • Finance
  • Financial Freedom Tips
  • Fitness
  • Friends
  • Graduate Level Investing
  • Investing In 12 Pictures
  • Leadership
  • Monday Morning Motivation
  • Newsletters
  • Podcasts
  • Quarterly Market Reviews
  • Ten Lessons
  • The Fearless Advisor
  • Updates at F5 Financial
  • Video

When Will the Game Stop?

Understand what’s going on with GameStop—what happened & why. Read on for a clear explanation of all the moving parts (hedge funds, shorts & the short squeeze)!

Read More about When Will the Game Stop?

Monday Morning Motivation – Yearn

What does your heart yearn for?

Read More about Monday Morning Motivation – Yearn

Know your ABC’s (and D) of Medicare!

Curious about Medicare’s intricate alphabet of parts and plans? Read on to learn how to get fully covered—and be safe from unpleasant financial surprises.

Read More about Know your ABC’s (and D) of Medicare!

Monday Morning Motivation – Refuse

Quarterly Market Review – Fourth Quarter 2020

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct. – Dec. 2020. (Includes the 2020 Annual Review!)

Read More about Quarterly Market Review – Fourth Quarter 2020

Monday Morning Motivation – Choice

What will drive your choices as we go forward in this next year?

Read More about Monday Morning Motivation – Choice

Rolling Your Own Pension – Why You Need to Take Control of Your 401(k)

Pensions are long gone for most of us—but you can roll your own.

Read More about Rolling Your Own Pension – Why You Need to Take Control of Your 401(k)

Monday Morning Motivation – Reform

What do you need to reform in your life?

Read More about Monday Morning Motivation – Reform

Investing with Faith over Fear

As 2020 has closed, I hear many people discussing their hope in the new year. We all have choices! What would it look like to invest with faith over fear?

Read More about Investing with Faith over Fear

JOIN OUR MAILING LIST

Each week you’ll receive two sources
of inspiration from our team.

Every Monday we offer you our Monday Morning Motivation, a little dose of encouragement to help you start your week feeling motivated and inspired.  

On Fridays, you’ll receive our Friday Five to share some brief thoughts that will help you transition from the work week to the weekend with some inspiring wisdom about the Five Fs of life.

We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

Want to learn more about how we can serve you?