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Blog

E+R=O
Jacob King

E+R=O, a Formula for Success¹

“The important thing about an investment philosophy is that you have one you can stick with.” – David Booth Founder and Executive Chairman Dimensional Fund

Phishing Scam
Clint Dunn

Don’t Get Hooked by this Phishing Scam

The fraudsters are at it again and this time they’re posing as Charles Schwab. In a new wave of phishing attempts, you may receive fraudulent emails

QuickBooks Blog Image
Kristy Carlton

Are you on QuickBooks Desktop 2015?

Effective May 31, 2018, access to add-on services (such as payroll services, credit card and check processing, bill pay, online bank downloads, and many other

Sail Boat
Clint Dunn

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go as planned, and there’ll be rough seas, but the

calendar
Jacob King

As Goes January, So Goes the Year?

As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the

white house
Paula Allgood

Senate Passes Tax-Reform Bill

Early Saturday morning, the U.S. Senate passed the “Tax Cuts and Jobs Act, H.R. 1.”  As reported by the Journal of Accountancy, “The Senate bill

Clint Dunn

Key Questions for the Long-Term Investor

Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at

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