Updates

George Washington was a Fake  February 16, 2016 by 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…

Are You a Customer or a Client?  January 28, 2016 by Jonathan Harrison, CFP®

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 …

How to Use the News for Making Financial Decisions  January 14, 2016 by Jonathan Harrison, CFP®

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 Re…

What Sets The Best Investors Apart  January 8, 2016 by Jonathan Harrison, CFP®

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, Buf…

Three Ways to Make Progress on Your Financial Goals in the New Year  December 29, 2015 by Jonathan Harrison, CFP®

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…