The start of a new year is a great opportunity for families and small business owners in Arkansas to take charge of their finances. Setting SMART financial goals—goals that are Specific, Measurable, Achievable, Relevant, and Time-bound—can transform your aspirations into a guide to success for 2025. This blog post dives into how the SMART framework […]

As the end of the year approaches, it’s the perfect time to revisit your retirement plan. Taking proactive steps now can help you maximize your savings, reduce taxes, and strengthen your financial future. Here are key actions to consider, along with practical advice for each. 1. Review Your Retirement Accounts Start by assessing whether your […]

With just days to go until the presidential election on November 5, polls suggest it will be a close race between former President Donald Trump and Vice President Kamala Harris. Both candidates are campaigning hard in swing states, and investors may be worried about how either outcome might affect their portfolios. Given the intense political […]

If you’re an Arkansas, Tennessee or Texas resident, over the age of 55, and have $250,000 or more in a 401(k), IRA or 403(b) account, you could be on the path to paying significantly more in tax than you should be… Free Legal, Financial & Tax Materials to Protect Your Wealth and Loved Ones If […]

Dreaming about retirement often conjures images of relaxation, travel, and pursuing hobbies without the constraints of work. However, to transform those dreams into reality, meticulous planning and budgeting are essential. This blog discusses important steps to achieve financial stability and security in your retirement years. Understanding Retirement Expenses Retirement ushers in a new phase of […]

Estate planning can be tricky business: more often than not, people who want to write an iron-clad will or establish a strong trust want to both save their heirs money and ensure that their arrangements cannot easily be contested. For that reason, many people get confused as to whether they should hire a licensed attorney […]

With the presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day on November 5. A rematch between Joe Biden and Donald Trump seems inevitable with Trump currently leading many presidential polls among registered voters while Biden is raising and spending more campaign funds. Although […]

As everyone settles into their post-Labor Day routines, it’s a good time for investors to reflect on markets and review their financial plans for the rest of the year. August began with the sharpest market declines in two years, but major indices have rebounded with the S&P 500 only a fraction of a percent from […]

Introduction Investing and financial planning can seem intimidating to those who have never ventured into the realm of personal finance. However, with the right guidance, anyone can learn how to build a solid financial foundation for the future. In this blog post, we’ll cover the basics of investing and financial planning for beginners, including setting […]

Investors and the financial media tend to focus on macroeconomic concerns such as inflation, labor markets, and the Fed. While these topics are important, history shows that the economy and markets grow over long periods of time due to technological innovation and gains in productivity. It’s for this reason that recent developments in artificial intelligence […]

Should I consult a financial advisor if I recently inherited money? An inheritance can be a pleasant boon, even if it comes amidst grief and mourning. However, a sudden influx of cash could drastically change your financial situation, giving you unexpected responsibilities. A financial advisor could help you make sense of your newfound wealth, suggesting […]

Our Investment Philosophy: A Smart Mix of Investments Protect, Protect, Protect Before you choose to work with a financial professional, it is important to understand their investment philosophy. This philosophy should act as a set of guiding principles whose threads are carefully woven through all of their client relationships.  The basis of our philosophy is […]