Posts Tagged ‘financial advisor’
Leadership Lesson 13 – Work-Life Balance is Critical
Someday, when you look back at your life, it’s very unlikely that you’re going to think: “Man, I sure wish that I would have spent more time working and less time with my friends, family and passions.”
Read MoreQuarterly Market Review – Second 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 MoreMonday Morning Motivation – Win
What will be your win today?
Read MoreMonday Morning Motivation – Pain
Are you using pain in your life to increase your awareness of the blessings that you have?
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!
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