by Greg Jackson | Apr 1, 2026 | Business Owner, Investments, Retirement, Savings, Uncategorized
TL;DR – Quick Takeaways Many business owners pour every dollar and every hour into their company but completely neglect their personal financial plan. This creates a major concentration risk: if the business stumbles, there’s no safety net. The most financially...
by Ashley McCoskey | Mar 31, 2026 | Insights, Investments, Retirement, Savings, Uncategorized
TL;DR – Quick Takeaways Data breaches are happening more frequently, and identity theft can strike anyone. Protect yourself by freezing your credit at all three bureaus (and placing a fraud alert as an immediate first step), monitoring your credit through free tools...
by sfcAdmin987 | Mar 13, 2025 | Insights, Investments
As the old trader’s adage goes ‘The stock market takes the stairs up and the elevator down’. The saying does a great job showing how quickly stock prices can move, especially as of late. The stock market can feel like a roller coaster. One day, it’s soaring to new...
by sfcAdmin987 | Mar 13, 2025 | Investments, Taxes
Have you ever heard something and thought it sounded too good to be true? Sure, we all have – like there’s a pot of gold at the end of a rainbow, $17 worth of Shiba Inu coins will make you a millionaire, NBC’s TV series Chuck is making a comeback, or...
