About Us
High-value, fee-only, client-focused investment advisor. Based in Tennessee, serving clients coast to coast.
How to Know if a Roth 401(k) Is Right for You
Client Newsletter Volume XXVII Number 4 May 1, 2022
Quarterly Client Newsletters
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