About Us
High-value, fee-only, client-focused investment advisor. Based in Tennessee, serving clients coast to coast.
Bank Insolvencies and Your Investments
Client Newsletter Volume XXVIII Number 4 May 1, 2023
Quarterly Client Newsletters
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