About Us
High-value, fee-only, client-focused investment advisor. Based in Tennessee, serving clients coast to coast.
Dave Ramsey Has Blunt Words About What You Can Control.
Client Newsletter Volume XXIX Number 2 November 1, 2023
Quarterly Client Newsletters
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