About Us
High-value, fee-only, client-focused investment advisor. Based in Tennessee, serving clients coast to coast.
How Vanguard Index Funds Work
Client Newsletter Volume XXX Number 3 February, 2025
Quarterly Client Newsletters
Blue-Sky Thinking
Client Newsletter Volume XXX Number 2 November, 2024
My Succession Plan
Client Newsletter Volume XXX Number 1 August, 2024
Problems on the Horizon
Client Newsletter Volume XXIX Number 4 May, 2024
Cheaper to Rent or to Buy?
Client Newsletter Volume XXIX Number 3 February, 2024
Dave Ramsey Has Blunt Words About What You Can Control.
Client Newsletter Volume XXIX Number 2 November 1, 2023
Effects of TDAmeritrade’s Merger With Charles Schwab
Client Newsletter Volume XXIX Number 1 August 1, 2023
Bank Insolvencies and Your Investments
Client Newsletter Volume XXVIII Number 4 May 1, 2023
Secure Act 2.0 Broadens 529 College Savings Plans
Client Newsletter Volume XXVIII Number 3 February 1, 2023
A Trillion Dollars in Savings
Client Newsletter Volume XXVIII Number 2 November 1, 2022
Inflation? Not Where Investment Fees Are Concerned
Client Newsletter Volume XXVIII Number 5 August 1, 2022
How to Know if a Roth 401(k) Is Right for You
Client Newsletter Volume XXVII Number 4 May 1, 2022
Warren Buffett’s Advice to a Volatile Market: Patience Pays
Client Newsletter Volume XXVII Number 3 February 1, 2022
Passive Aggressive
Client Newsletter Volume XXVII Number 2 November 1, 2021
Bigger Nest Egg? Thank Richard Thaler
Client Newsletter Volume XXVII Number 1 August 1, 2021
How to Win at the Stock Market by Being Lazy
Client Newsletter Volume XXVI Number 4 May 1, 2021
Can You Retire Early and How
Client Newsletter Volume XXVI Number 3 February 1, 2021
Vanguard Has Trillion Dollar Fund
Client Newsletter Volume XXVI Number 2 November 1, 2020
Simplify the Estate Settlement Process
Client Newsletter Volume XXVI Number 1 August 1, 2020
The Virus and Investing
Client Newsletter Volume XXV Number 4 May 1, 2020
Capital in the 14th Century
Client Newsletter Volume XXV Number 3 February 1, 2020
Investment Advisers vs. Brokers—SEC Rule Changes
Client Newsletter Volume XXV Number 2 November 1, 2019
2019 Morningstar Award for Investing Excellence
Client Newsletter Volume XXV Number 1 August 1, 2019
Reaching for Yield
Client Newsletter Volume XXIV Number 4 May 1, 2019
Hail and Farewell, John Bogle
Client Newsletter Volume XXIV Number 3 February 1, 2019