Latest Articles
The Real 80/20 Rule
The Pareto principle (known as the 80/20 rule) states that for many outcomes, roughly 80% of consequences come from 20% of causes. How many times have you heard the 80/20[…]
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Is Your IRA a Tax Nightmare?
For many Americans, putting money back into a retirement account such as a 401(k) or traditional IRA has been their primary choice to save for retirement. After all, most company[…]
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Is Your Life Dehydrated?
Medi-Share, which is a Christian healthcare sharing program used as an alternative to traditional health insurance, puts out a frequent newsletter with a short devotion or two. This week’s letter[…]
Read moreCustomer Relationship Summary
Below is a copy of our Customer Relationship Summary, known as “Form CRS.” This new Form is intended to inform retail investors about: (i) the types of client and customer relationships and services the firm offers; (ii) the fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services; (iii) whether the firm and its financial professionals currently have reportable legal or disciplinary history; and (iv) how to obtain additional information about the firm.