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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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Lessons From the Blue Ridge Relay - Pat Fair

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 …

Clayton Quamme, CFP

Why Your Savings Rate Matters

Why Your Savings Rate Matters   When a crisis hits, like COVID, people tend to save more money. …

AP Wealth Management Financial Advisors

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 …