by lportee53 | May 11, 2026 | Additional Commentary
1st Quarter 2026 Commentary Is it Time to Revisit Your Estate Documents? Do you ever wish you could spend a little more time thinking about your end-of-life decisions? Or have you been hoping that you could bring up a really awkward topic with your kids at this year’s...
by Financial Professionals, Inc | Oct 17, 2025 | Additional Commentary
Protecting Yourself From ScamsRecently, Stacy and I had the opportunity to travel to the Washington, D.C. area to participate in an annual conference. It is always an enjoyable time to catch up with people and learn new things. Unfortunately, there was a very...
by Financial Professionals, Inc | Jul 10, 2025 | Additional Commentary
TUNING OUT THE NOISE WHILE STILL BEING PREPARED By Nick Kendall I remember during my high school years the work I put in each summer in preparation for the first day of two-a-days for our football season. The day we left for summer break my mind was already dreading...
by lportee53 | Jun 12, 2025 | Additional Commentary
1st Quarter 2025 Commentary Filling Our Short-Term Bucket In January’s commentary (“Uncertainty is the Only Certainty”) we outlined our firm’s “Future Planned Income” strategy. This was not something new that we just implemented, but rather a reminder of our firm’s...
by Financial Professionals, Inc | Jul 24, 2024 | Additional Commentary
Chasing Interest Rates and Avoiding a “Cash Blunder” By Nick Kendall CFPⓇ When I hear news about the banking industry and current interest rates, I often have memories from my childhood and the handful of piggy banks in my bedroom. This leads to other memories of...
by Financial Professionals, Inc | Oct 12, 2023 | Additional Commentary
Of Predictions and Bears By Rob Overton, CFPⓇ, CAPⓇ A few months ago I rode my bike to work, which is something I often do. My morning-commute decision tree usually involves swiping down from the top of my phone and clicking on The Weather Channel app to get the...
