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April Fool’s Gold

April Fool’s Gold The allure of gold has been around for centuries dating back to Ancient Egypt, the Roman Empire, gold rushes and the more recent gold boom of the 2000’s. Gold provides a sense of security for many investors, with the idea that possessing this asset...

Featuring Brandon Lee

Meet Brandon Lee! Brandon is a financial advisor that specializes in retirement income planning and 401(k) services in our Springfield, MO office. He admits that this is the only career he could ever see himself doing, as he has had a passion for personal finance ever...

Quarterly Update

The name of the game – PiVot Rewind to December 24, when the S&P 500 had bottomed, falling 17.64% for the fourth quarter. The Federal Reserve had informed investors they were not done raising rates, and were expecting to raise rates at least twice over the...

Elevate the Expertise

Elevate the expertise Make sure your financial advisor is involved early in estate planning Let’s face it, estate planning is complicated. Most of us don’t have the time or expertise to fully understand the intricacies of ensuring that your wishes for your estate are...

March Madness: Something to Invest In

March Madness: Something to Invest In My favorite time of year has finally arrived as golf courses turn green and college basketball kicks into full throttle. As a University of Arizona alum and die hard Wildcat fan, I am obsessed with college basketball. Forget...

Love & Investments

Love & Investments The month of February arrives, and thoughts of relationships, passion, and love are inevitable. My wife and daughter are the loves of my life, and as I think about other passions outside of my family, there are none greater than my career –...