We had a great time at our monthly lunch & learn. Our own Shane Gaddy explored LPL Financial’s Outlook 2021. You may be pleased to know that although 2021 may

As technology continues to evolve, so too have the skills of cyber-criminals, who have honed their abilities to break through firewalls, stealing valuable personal data and funds. What steps might

I appreciate this opportunity to be the “guest blogger” for Strong, Gaddy, Lee Wealth Management. While their great team is helping you make plans and decisions about year-end investments, I

As we approach the end of the year, it is a time many people think about making charitable gifts. It is an opportunity to support causes important to them and

My wife, her mother, my mom, my sister, and many of you probably go shopping the day after Thanksgiving every year.  Why? That is usually when the best sales are

Wilderness guides tell us that the way to survive a bear attack is not to flee, but to face it down because you can’t outrun or out climb a bear.

LPL Financial recently released their MidYear Market Outlook for 2020. Check it out for updated views of the economy, stocks, bonds and the election and how all these play into

No matter how calm you try to stay, life is going to throw some stressful moments at you. It can really affect your focus on retirement planning or other financial

We often get asked about what makes a Certified Financial Planner™ different from a financial planner, and the difference is significant when it comes to choosing someone to manage all