Global View Commentary

Reflecting on lessons from Value Investing Godfather, Marty Whitman and Third Avenue Value

Back-to-School Shopping on a Budget: Saving for Back-to-School

Ignoring the Problem Is Not the Solution

Robby Brady, Allen Tate Realty, Current trends with home buyers.

National Security Month: Cybersecurity

National Security Month: Fraud Protection

National Homeownership Month: Homeowner Taxes

The Dollars and Sense of Home Maintenance

3 Retirement Planning Mistakes to Avoid

Youth Sports & Finances: Insights from NGU Assistant AD

How to be Prepared for Your Next Mortgage

Secure Act 2.0 - Able Accounts

Secure Act 2.0: Required Minimum Distributions

CDs – Not for Long Term Money

Conversation with Will Arndt about Medicare Supplement vs Advantage

How to be Prepared for Your Next Home Closing

Kathleen Travels to Washington in Fight Against Cancer

Medicare Enrollment – What You Need to Know

On The Road To Broke-ville!!!

To My Wife - If I die tomorrow, here is what you need to do.

Why are Alternative Investments the latest buzz words?

New Members. New Roles.

Good Advice Based on Sound Fundamentals

Why Variable Annuities Lead to Retirement Horror Stories

The 4 Monkeys: Why You Should Work With Fee Only Financial Planners, and Why Joey Hines is Your Retirement Transition Specialist

Obese Funds in 401ks May be Costing You 1-3% Per Year (more than High Fees)!

Smart Asset Allocation and Performance Benchmarking (Sadly Most Investors Do It Wrong)

Instead of Chasing Performance in Risky Indexes Investors Need to Look Outside the Box (Stocks and Bonds)!

Are Variable Annuities a good idea for you? (or just for Life Insurance Company?)

How We Select, Categorize, and Fire Managers

Manager Due Diligence Trip

Fee-based Vs. Fee-only Financial Planners – Why Does it Matter?

Why Investors Should Seek Fee-Only Advice

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