Author: Jonathan Harrison, CFP®

George Washington was an amateur. His military background was weak, his leadership experience minimal, his tactical training nonexistent. He had no business leading an army. At least that’s what he b

In the relationships you have with financial professionals, are you a customer or a client? Understanding the answer to this is incredibly important in understanding the type and scope of the advice

What do you do when you hear economic stories in the news? Oil Prices! China’s economy! Stock market fluctuations! Jobs reports! What should you do after hearing about these? A natural reaction Rega

If you spend any time reading or listening to Warren Buffett talk, you’re sure to hear about one of his favorite books, The Intelligent Investor by Benjamin Graham. Originally published in 1949, Buffe

A new year is just about here, and with it comes the list of well-intentioned resolutions. Money goals can be particularly challenging, because they tend to come with strong emotions like anxiety

This came to us as great news, but before we get carried away making changes to meet year end dates, there are a few details that you may want to know about the bill and the IRA rollover: The IRA r

Many employers use the Christmas season to pay out bonuses based on company performance for the year. Sometimes these bonuses can be significant. If you’re fortunate enough to get an unexpected windfa

Shootings. ISIS. Recessions. Political scandals. Don’t even get me started on the New England Patriots’ season. Is the whole world falling apart? Really. Things seem to be getting worse every year. E

It is that time of year again. Black Friday is rapidly approaching. Many consider it the Super Bowl of shopping. Many teams (families) have been practicing all year for this day. We have all heard and

The Bipartisan Budget Act of 2015 On November 2, 2015, President Obama signed into law the Bipartisan Budget Act of 2015, legislation that raises the federal debt limit and establishes the framework f