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On Tuesday, August 16, 2022 we had our ribbon-cutting ceremony as part of the Williamson Road’s shared office space ribbon-cutting. The mayor, city council members, friends, family, and clients were in attendance! Daniel was also featured on local tv. Here’s the link to the coverage on channel 10! After only 6 weeks in the business, […]

I am by no means an expert on vanlife, but in the short 16 months since finishing my van build I have had some pretty amazing weekend trips and I am planning a month long extended trip out west (I’m based in Virginia) where I’ll visit Vanfest outside of Salt Lake City and kill three […]

Financial planning is complex. I could write a blog about standard deviation, net unrealized appreciation, or backdoor Roth IRA contributions. We’ll save those for another day, but for now, let’s talk about 5 steps everyone can take or should take to get their finances on track. These are the essentials. We can’t move on to […]

In the latest quarterly rebalance for my firm I looked at including a good mix of beat up ETF’s with exposure to growth stocks, tech stocks, international, extended duration bonds (hang with me here), small cap, mid cap, large cap, and, last but not least, my favorite 25 individual stocks with the greatest upside potential […]

Here’s why I’m optimistic about the stock market in one word: INFLATION. Yes, experts will say that inflation has been the primary driver of the stock market’s losses so far this year, and that’s true. Yes, inflation is a problem that devalues our currency and causes the Federal Reserve to raise interest rates in an […]

Thanks for your interest in working with a CERTIFIED FINANCIAL PLANNER™ professional who offers fee-only services and comprehensive financial advice. This is a great decision on your part! When you sign up for a free consultation you can choose to either meet over zoom from any location or come to the office at 5301 Williamson […]

The S&P 500 Index is officially down more than 20% from its latest peak which means we are now in a bear market. It can be depressing to look at account balances and wonder why we invest if we’re only going to watch our account values go down, but take courage, statistically bear markets don’t […]