Blog
What’s on our mind? What are we up to in the community? You can read about it
Swinging Success: Houston Client Appreciation Event at Top Golf
Our recent client event at Top Golf in Houston, Texas was a resounding success! The evening was a perfect blend of golfing fun, networking, and sincere appreciation for our valued clients. Against the backdrop of the Top Golf range,...
Read MoreHome Run Night Out
Our recent Client Appreciation Event hit it out of the park! Combining the thrill of a baseball game with heartfelt connections, the day was a home run in every sense. We're grateful for the opportunity to have celebrated our...
Read MoreLPL Research discusses their economic and market forecasts for the second half of 2023.
Now that we’re beyond the midpoint of the investing year, it’s a great time to look at where we’ve been—to help position your portfolio for the latter half of the year.
Read MoreWine Tasting
It's always great to see our clients interacting and building connections with one another, and I hope that this event provided a memorable experience for everyone involved.
Read MoreHockey Night
Thank you to our wonderful clients for coming out to the Swamp Rabbits vs. Savannah Ghost Pirates Game. A great time was had by all!
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Greenville Drive Baseball Event
Thank you to our wonderful clients for coming out to the Greenville Drive Baseball Game. It was a great time!
Read MoreFred Featured on "Fox Carolina" | Shopping Strategy in Pandemic
Frederick Shows from GoodLife Financial Advisor with tips for shopping smartly, saving where possible and avoiding emotional spending. WATCH VIDEO
Read MoreFred Featured on "Fox Carolina" | Financial Truths Regardless of the Election Outcome
Frederick Shows discusses financial trends that hold true no matter who resides in the White House. WATCH VIDEO
Read MoreFred Featured on "Fox Carolina" | Americans Seeking Life Insurance in Pandemic
Frederick Shows on trends in life insurance and its benefits. WATCH NOW
Read MoreFred Featured on "Fox Carolina" | Well-Managed Portfolios Recovering
Frederick Shows says it's a good time to reassess your investments and make sure they're still matching your goals. Sponsored by GoodLife Financial Advisors. WATCH VIDEO
Read MoreFred Featured on "Fox Carolina" | Getting the Most Out of Your College Investment
Frederick Shows on getting the most out of your college investment, ways to save, and the services he offers. Sponsored by GoofLife Financial Advisors. WATCH VIDEO
Read MoreFred Featured on "Fox Carolina" | Investing in Yourself
Fred Featured on "Fox Carolina" | Investing in Yourself WATCH VIDEO
Read MoreFred Featured on "Your Carolina" | Tips for Recovering Your Investments
Fred Featured on "Your Carolina" | Tips for Recovering Your Investments WATCH VIDEO
Read MoreFred Featured on "Your Carolina" | 5 Tips To Save You Money NOW During Quarantine
5 Tips to save you money NOW during the quarantine …
Read MoreHaunted Headlines: What is scary in the minds of American investors?
October 31st, 2017 was our first Halloween in Montebello. It was a beautiful evening. Jennifer and I gave out candy to the scary ghost, zombies, Marvel heroes and villains. We also attended a neighbor’s pizza party in the...
Read MoreIt's Back... "Volatility"
This month I’m responding to a reader that is concerned about the recent market fluctuations. They basically asked what they should do with their portfolio now? The stock market has been on an epic run, with the Dow racing even...
Read MoreWomen are the New CFO's of the House
What gender controls 2/3 of purchasing decisions, tends to live 5-8 years longer, and often needs to be concerned about their retirement and legacy planning after their spouse passes? Women. Women control $14 trillion in U.S. Wealth...
Read MoreFred Featured on "Your Carolina"
Some of you may have retirement on your minds and you want to make sure that you are financially ready for the big change. Our next guest wants to make sure that you are ready and is here this morning to tell us the three most costly...
Read MoreShareholder Event
Fred Bruce from Pimco talking on “Marketing Strategies”. A great evening of education, cocktails, and conversation.
Read MoreOut At The Ballgame
We watched the Braves take the WIN and had a great evening with our clients and their kids.
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