by Tim Doyle, CFP®, MBA | Dec 9, 2020 | Other
Over the past decade, one of the most fascinating and often misunderstood innovations in the wealth management industry has been the broad acceptance, utilization and growth of ESG investing. ESG is an acronym that, generally speaking, represents the inclusion of...
by Steve Musick, MSM, MSFS, MGS | Dec 3, 2018 | Other
One of the benefits of doing in-house research is that you can occasionally spot trends as they’re forming. As an investment firm, being ‘early’ in spotting trends means that it could be possible to invest in areas of future demand, which brings the possibility...
by Jarrod Musick, CFP® | Nov 27, 2018 | Other
One of the values of having a financial advisor is receiving customized investment management. As a firm, we’ve embraced a philosophy of patience and not letting market changes interrupt the planning strategies we’ve built around the long-term goals of our clients....
by Destiny Capital | Nov 5, 2018 | Other
Everyone wants to maximize their donations, but we’ve all heard horror stories of fraudulent charities. How do we know which charities are legitimate and which will help maximize your donation dollars? Some organizations tackle the due diligence, so you don’t...
by Destiny Capital | Oct 18, 2018 | Other
We have all heard about a credit score. But what is it, how does it work, and how can you improve your credit score? A credit score is a way for a lender to determine how likely a person is to pay back loans. It is used as a way to compare potential borrowers and to...
by Tim Doyle, CFP®, MBA | Sep 20, 2018 | Other
Mention the companies Twitter or Nike these days, and you’re bound to generate some passionate dialogue. Many of today’s controversies may have you longing for a time when ad campaigns were nothing more than a heated argument over “Tastes great/Less filling” or...
