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Below, you’ll find original articles written by our team of advisors on a variety of topics related to wealth management, financial planning, investing, and market activity.
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- AP Wealth News
- Cyber Security
- Financial Planning
- Investment Management
- Philosophy
- Retirement Planning
- Tax & Estate Planning
- The RIA Difference
- Walton Award
Run your race – The Blue Ridge Relay 2021
Did you know that one of the largest running relay races in the United States takes place just …
Why Your Savings Rate Matters
Why Your Savings Rate Matters When a crisis hits, like COVID, people tend to save more money. …
What ‘taboo’ money topics should we be openly discussing?
What ‘taboo’ money topics should we be openly discussing? When asked what we do, My wife (a …
Talking about Money with Your Aging Parents
Talking about Money with Your Aging Parents “I’m turning into my parents.” “My parents taught me …
A Fiduciary Reflection – Bernie Madoff
“Bernie Madoff Dead at 82…” The headline above is from the April 14th article in The Wall …
Should You Own Cryptocurrency in Your Portfolio?
Should You Own Cryptocurrency in Your Portfolio? We’ve been fielding several inquiries lately into Bitcoin and …
Black Swans: House Fires, Pandemics, and Financial Crises
Black Swans: House Fires, Pandemics, and Financial Crises “Fire! Get Out!” It was a dream. It must …
2021 Walton Award Photos – Honoring Phil & Marsha Jones
2021 Walton Award Photos – Honoring Phil & Marsha Jones Below are the photos from the Annual …
2021 Walton Award Video – Honoring Phil & Marsha Jones
2021 Walton Award Video – Honoring Phil & Marsha Jones Phil & Marsha Jones were nominated for …
China & “The Ant” – A Story about Risk
China & “The Ant” – A Story about Risk This is a story about risk. China’s …
Announcing the 2021 Walton Award Recipients
2021 Walton Award Recipients | Phil & Marsha Jones The George & Dorothy Walton Award is presented …
What You Need To Know About Social Security Retirement Benefits
What You Need To Know About Social Security Retirement Benefits Did you know? Social Security began as …