by Kevin Gormley | Aug 29, 2019 | Charlie, Education, Kevin
If you want to see how the “other half” manages its money, turn to the National Association of College and University Business Officers, which surveys college endowments across the country. These schools portfolios tend to be a bit larger than yours and mine: Harvard...
by Charlie Mattingly | Aug 20, 2019 | Charlie, Education, High Income, Kevin, Pilots
You just landed your dream job as a pilot for a major airline. Here comes the money! Now what? With this exciting new career comes an ever-increasing salary. How do you make sure you handle this income effectively? Ben & Charlie discuss the Top 4 Financial...
by Kevin Gormley | Aug 13, 2019 | Charlie, Education, High Income, Kevin
So many of us are making a great living but still can’t seem to build wealth. Why is this?What we often see at our firm is that lifestyle inflation is the culprit. When our standard of living improves our discretionary income rises and former luxuries become new...
by Charlie Mattingly | Aug 9, 2019 | Charlie, Education, Kevin
The new tax law made it hard to know how much to withhold from your paycheck every few weeks. As a result, many people withheld less last year than they might otherwise have, and either received a smaller rebate than expected or had to pay additional taxes in...
by Kevin Gormley | Jul 29, 2019 | Charlie, Education, Kevin, Quarterly Reviews
The 2nd quarter of 2019 was a good one. Stocks and bonds are both up. Optimism has returned. Hooray! In this video, Kevin highlights some of the questions we received from our recent client survey and how they apply to current market conditions. – Why...
by Kevin Gormley | Jul 8, 2019 | Charlie, Education, Kevin
Download Article The lure of trying to time the market may tempt even long-term investors. But outguessing markets isn’t as straightforward as it sounds. Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or...
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