Full Resource List

We write on practical, thoughtful, well-sourced topics that apply to our clients written by David, Alishia and other humans--not AI.

Below is our full list of resources. Click on the tags in each post to see more on that topic.

Investing David Creekmore Investing David Creekmore

Should I Fear this Bear?

To be in a bear market means we’ve had a 20% drop in the market from the most recent high. Though it may not seem like it, bear markets happen all the time and one was frequently indicated due to the economic cycle and market valuations.

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Investing, Retirement David Creekmore Investing, Retirement David Creekmore

How to Invest for the Next 40 Years

Are you worried about how the current economic climate will affect your retirement planning? We’re hearing more and more that Gen X and younger need to save more to retire comfortably. And while the market is unpredictable, focusing on long-term planning is more important than short-term market movements.

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