About Us
High-value, fee-only, client-focused investment advisor. Based in Tennessee, serving clients coast to coast.
Blue-Sky Thinking
Client Newsletter Volume XXX Number 2 November, 2024
Quarterly Client Newsletters
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