by Charlie Mattingly | Aug 9, 2018 | Charlie, Education, Kevin, Pilots, Retirement Mistakes, Video
The next recession or market downturn could be more painful than the last – simply because you have more money invested! In our last video, we identified 3 things to AVOID when planning for the next recession and/or market downturn. This time Charlie discusses...
by Charlie Mattingly | Aug 1, 2018 | Charlie, Education, Kevin, Pilots, Video
We don’t know when the next economic recession will come, but we are confident it WILL happen, sooner or later. Furthermore, many times a recession is accompanied by a significant stock market decline. Have you tested your financial plan to see if you are ready?...
by Charlie Mattingly | Jul 23, 2018 | Charlie, Education, Kevin, Video
What can you do NOW to protect your loved ones if something happens to you? Danielle, Charlie, and Kevin discuss some action steps that will help ensure your family is taken care of in case of death or disability. Don’t put off the things that matter...
by Kevin Gormley | Jun 18, 2018 | Charlie, Education, Kevin, Pilots, Video
There is a misconception that earning a high income equates to being “rich”. However, as you may be painfully aware, wealth does not come automatically. Building wealth takes discipline and an intentional investment strategy. Many factors come into play: cost of...
by Charlie Mattingly | May 30, 2018 | Charlie, Clint, Education, Kevin, Pilots
Tuesday, June 12, 2018 4:00 – 5:00pm EST We get it – thinking about death and disability is uncomfortable. However, a little planning will spare your loved ones frustration and expense during an emotionally difficult experience. Putting together an estate...
by Kevin Gormley | Apr 30, 2018 | Charlie, Education, Kevin, Video
The first quarter of 2018 has been a bit like a windy day on a sailboat… a lot of ups and downs. Kevin Gormley shares data and observations on what happened in the markets and how you can steer through rough seas and stay on target with your investment goals. Be...
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