May 13, 2019
Chad and Patrick discuss the important role equities play in an investor’s financial plan.
April 29, 2019
Mathew and Chad share thoughts and ideas about incorporating life insurance into your financial plan.
April 15, 2019
Eric and Chad discuss ways to save for kids college experience.
April 1, 2019
Patrick Brady and Chad Kelley try to make sense of the age old question “Should I pay down debt or save for retirement?” Each option has its pros and cons and together they discuss how to approach this dilemma.
March 18, 2019
Chad and Patrick discuss how to emotionally approach financial news and headlines as an investor.
March 4, 2019
Trent & Chad discuss the importance and role that rebalancing a portfolio plays in an individual’s financial plan. They discuss considerations and strategy that should be looked at during the rebalancing process.
February 18, 2019
Eric and Chad discuss some of the basic concepts about disability insurance. They review typical structures and coverage amounts in group and private disability policies.
February 11, 2019
Trent and Chad review the advantages of Roth accounts and their role in an investment portfolio. They discuss some basic investment strategy for Roth accounts and contribution limitations.
February 11, 2019
Buying a home is a financial decision that can have a ripple effect across your whole career and retirement. Eric and Chad discuss things to take into consideration when exploring the idea of purchasing a home.
February 4, 2019
Chad and Patrick discuss how an emergency fund fits into building a strong financial plan. They discuss topics such as: How large should your emergency fund be? Should you invest those funds? How should you prioritize building up the emergency fund?