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Featuring Jason Gerber

Meet Jason Gerber! Jason is a managing partner of our Little Rock, AR location. He has found a passion in everything that falls under financial planning. From walking a client through their plan, helping them determine goals, and figuring out where they should focus...

Hispanic Heritage Month

Hispanic Heritage Month The first thing that comes to mind when I hear “Hispanic Heritage Month” is my family. I think about where we come from and how far we’ve made it. Through my heritage, I’ve learned to work hard and take advantage of every opportunity that comes...

Q3 Quarterly Client Update

Quarterly Client Update We’re still partying like its 1997… Following suit from the second quarter, global markets were plagued with similar uncertainty around trade, monetary policy and recession fears. However, the S&P 500 was still able to turn in the best...

National Savings Day – A Moment to Spend Shame Myself

National Savings Day – A Moment to Spend Shame Myself Let’s talk about National Savings Day. I don’t mean to sound unenthused but, like many others, I struggle daily to figure out how to save the appropriate amount of income to comfortably retire. What’s worse is that...

Here is What You Need to Hear

Here is What You Need to Hear Being a great financial planner isn’t all about using data and plugging in a formula so a computer can put together a plan. Sometimes you have to give people advice they don’t really want to hear, but the fact is they really need to hear...

We Must Live Within Our Harvest

We Must Live Within Our Harvest There was a charming saying on an old church sign near my house that read, “Live within your harvest!” I agree with the intent, but I need to add to it. We must not just live within our income (budget), but actually below...