Jacob VernonAug 21, 20232 minEverything You Need To Know About 401k RolloversHave you recently changed jobs, retired, or lost your job and need to rollover your 401k? If so, you are not alone. Millions of people...
Jacob VernonAug 14, 20231 minWhat does it mean to be a fiduciary? Why it’s important for your advisor to be oneAs a financial advisor, being a fiduciary means you must always act in your client's best interest, which is a legal obligation. This is...
Rusty VernonAug 10, 20231 minThe Nasdaq Composite: August 2003 and August 2023In May of 2003, the Nasdaq Composite started to rally after a brutal bear market that had started 3 years earlier. In August of that...
Jacob VernonJul 5, 20232 min6 Tips on How to Create a Budget (Monthly Budget Template for Google Sheets Attached)Creating a budget can be a daunting task, but it's an essential part of managing your finances and achieving your financial goals. Here...