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Featuring Jonnathan Davis

Meet Jonnathan Davis! Jonnathan is a managing partner in our Little Rock, AR office. As an advisor, Jonnathan practices wealth management and specializes in working with companies on their qualified retirement plans. He finds financial services to be a rewarding...

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 our income, so...

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...

Q2 Quarterly Update – 2019

2Q Quarterly Update - 2019 We’re going to party like its 1997… As June 30 came and went, two major milestones were eclipsed: 1) the United States officially entered into the country’s longest period of economic expansion, surpassing ten years and counting, and 2) the...

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