Insights

Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amo …

When you sit down to set your goals, do you also set your fears? Recently, I had the privilege to participate in a workshop with other financial advisors to help us improve in our respective roles.

Years ago, a speaker at our church encouraged us to “avoid extremes.” Right away my mind went to sadness or anger and he addressed that. The part I didn’t see coming was to avoid extreme happiness or being extremely prideful.

Dail Meikle The big news in year-end legislation is the long-anticipated SECURE Act was passed and will take effect on January 1st of 2020. The Act includes sweeping changes in several areas, including to Required Minimum Distributions, or RMDs, which affects many of you. Let’s looking at a …

Life insurance is one of the most versatile financial assets available to us. Few solutions carry as many tax advantages, may be used in as wide a variety of situations, and come at such a range of cost. We do not get this variety of applications without a wide array of policy options avail …