Updates

Is a downturn inevitable?  July 19, 2019 By Jonathan Harrison, CFP®

This headline from CNN caught my attention: “Forecast says double-dip recession is imminent.” T…

Avoid this estate planning mistake that cost my family millions  July 3, 2019 by Jonathan Harrison, CFP®

I never met my Uncle Hank. To be honest, I don’t ever remember even hearing about him. But his death caused quite a stir in my family.  Occasionally people joke about having an unknown rich…

I was hacked and could have prevented it  June 13, 2019 by Jonathan Harrison, CFP®

Getting hacked I noticed something was up when I got my flight confirmation. Southwest Airlines had helpfully sent a standard email with details about my upcoming trip to Los Angeles. The only …

Sound Stewardship featured on UBN  June 7, 2019 by Jonathan Harrison, CFP®

Matt was honored to be in the "Spotlight" with the Unconventional Business Network this month. Watch this short video for more of his story! https://vimeo.com/305499075 …

Preparing for college can be daunting – here’s a helpful timeline  June 3, 2019 by Matt Syverson, CFP®

One of the biggest concerns our clients have is how to prepare for their children’s college expenses. We can relate! The parents in our office are acutely aware of rising higher education costs and…