Messages fromOur Founder


Stay up-to-date on the latest financial information.

Message from Our Founder

January 14, 2022

Buck’s Birthday and What We Are Excited about in 2022

Message from Our Founder

December 23, 2021

Merry Christmas and Happy Holidays to Everyone! And we didn’t raise our fees:)

Message from Our Founder

December 17, 2021

Choppy Markets and Last Minute Christmas Shopping

Message from Our Founder

December 10, 2021

Markets bounce back! SEC docs in the mail!

Message from Our Founder

November 24, 2021

Happy Thanksgiving! I am grateful and thankful for all of you:)

Message from Our Founder

November 19, 2021

Forgot to mention Veteran’s Day last week and McDonalds isn’t happy with me!

Message from Our Founder

November 12, 2021

Inflation might be here for awhile, but I have 2 foster puppies that have to go:)

Message from Our Founder

November 5, 2021

Markets continue to set records and some good news on taxes!

Message from Our Founder

October 29, 2021

Happy Halloween! The market has been a treat! Taxes more of a Trick…

Message from Our Founder

October 22, 2021

Markets are good but babies are better!

Ready to Take The Next Step?

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Or give us a call at 919.852.1215.