by Jeff Helms | Jul 7, 2015 | Investing Strategies, Wealth Management
Stocks are up modestly this year, and they remain near all-time highs. It has been more than three years since the S&P 500 has declined 10% or more from its highs, and sooner or later, we’ll see a correction. This presents a great time to review some...
by Jeff Helms | Jun 10, 2015 | Financial Planning, Investing Strategies
For years, financial institutions and academics have studied the respective investing habits of men and women. In general, these studies suggest that men invest with more confidence and women tend to focus more on investing for goals and objectives and less on...
by Jeff Helms | Jun 2, 2015 | Financial Planning, Investing Strategies, Retirement planning, Wealth Management
When we were all kids, we were told to wear hats in the winter, because you lose most of your body heat through your head. It turns out that’s not true. Studies have shown that you lose the same amount of body heat everywhere. So much for conventional...
by Chris Draughon | Jun 1, 2015 | Investing Strategies
I recently had the pleasure of spending the weekend with my wife and daughter at Disney’s Epcot theme park. Coincidentally, it was the same weekend that Disney premiered its new affiliation with George Lucas and the Star Wars franchise. The parks were overrun...
by Jeff Helms | May 26, 2015 | Financial Planning, Investing Strategies, Retirement planning
There’s no denying that saving for retirement can be a confusing and daunting process. And things can get even trickier when it comes time to select a retirement account. If you’re confused about IRAs, you’re certainly not alone. Many people...
by Chris Draughon | May 19, 2015 | Financial Planning, Investing Strategies, Retirement planning, Wealth Management, White Papers
It’s time to face it — we are living longer. No matter what your age, you can expect to live much longer than the generations before you. For example, the typical 65-year old couple today has a 30-year joint life expectancy, meaning there is a high...