by Kevin Gormley | Oct 31, 2020 | Charlie, Kevin, Video
You may be the type of person that enjoys managing your own investments. And there’s nothing wrong with that. However, as you approach or are in retirement things can be very different. In fact, when your investment goal switches from accumulation to producing...
by Charlie Mattingly | Oct 21, 2020 | Charlie, Education, Kevin, Retirement, Video
The 2020 Presidential Election is just around the corner. As we are flooded with information and headlines, questions and concerns have built up. Is there anything we need to do to protect ourselves and our investments from the uncertainty in the future? ...
by Charlie Mattingly | Sep 24, 2020 | Charlie, Education, Kevin, Pilots, Video
Attention Southwest Airlines Pilots: significant changes are coming to the Voluntary Loss of License insurance plan. Open enrollment is a few weeks away (Oct 15-30, 2020) and we want to make you aware of the differences in the new VLOL plan. If you currently hold...
by Charlie Mattingly | Sep 11, 2020 | Charlie, Education, Kevin, Pilots, Retirement, Video
This is part 3 of our 3 part series on Estate Planning for airline pilots nearing the end of their career. Today’s conversation is about communication with loved ones. Talking about your death can be very difficult. The business of death is hard and...
by Charlie Mattingly | Sep 9, 2020 | Charlie, Education, Kevin, Pilots, Retirement, Video
This is part 2 of our 3 part series on Estate Planning for airline pilots nearing the end of their career. Today’s conversation is about the specific documents you need before you retire. Kevin and Charlie outline the documents attorneys recommend and...
by Lisa Rosenthal | Sep 7, 2020 | Charlie, Education, Kevin, Video
It’s inevitable, the election is on everyone’s mind. Dimensional recently shared a video we hope you will find informative. The data show that capturing the long-term returns of the capital markets does not depend on which party controls the White...
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