About Us
High-value, fee-only, client-focused investment advisor. Based in Tennessee, serving clients coast to coast.
Vanguard Has Trillion Dollar Fund
Client Newsletter Volume XXVI Number 2 November 1, 2020
Quarterly Client Newsletters
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