Newsletters
Leadership – Lesson 1 – Discipline or Regret
One of my favorite quotes is from Jim Rohn and states, “We must all suffer from one of two pains: the pain of discipline or the pain of regret.”
Read MoreGUIDE: How to Build Generational Wealth
Generational wealth guarantees financial wellness for the people that matter to you. In this guide, Financial Advisor Josh Duncan discusses how to build generational wealth.
Read MoreQuarterly Market Review – First Quarter 2025
Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (January- March 2024).
Read MoreHow Floridians Can Invest Money Saved on Taxes
Floridians save a lot of money every year by not having to pay certain taxes. Read here to see Josh Duncan’s investment ideas Floridians should consider with the tax dollars they save.
Read MoreAll About Exchange-Traded Funds or ETFs! (vs. Mutual Funds)
Today we dive into ETFs, the new kid on the block! We compare ETFs with Mutual Funds, so that you can better understand your retirement accounts.
Read MoreAngel Investing in a Local Business – Is it Worth it?
Interested in angel investing in a local small business? Then you need a strategy. In this article, Curt Stowers discusses what to know before angel investing in a local business. Read here.
Read MoreAre You Ready to Take the Pill?
Failing to plan is planning to fail. Are you ready and willing to take your medicine? Read on to learn the 8 steps needed to build your financial plan!
Read MoreLife Insurance: How Much Do I Need?
How much life insurance do you actually need? Just enough to provide security and peace of mind for your family! Read on to learn 3 methods to find this number.
Read MoreLife Insurance: How Much Do I Need?
How much life insurance do you actually need? Just enough to provide security and peace of mind for your family! Read on to learn 3 methods to find this number.
Read MoreYour Prescription to Cure the “Down Market” Blues
The recent market correction has left many investors LITERALLY feeling ill. There’s ONLY one prescription for this sickness. Read on if you would like the cure!
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