Does Timing The Market Work?

This is a recorded episode of our podcast ‘The Financial Advocate’ about timing the market. This is our opinion on trying to buy low and sell high and trying to invest at the right time and why we do not think this is a good strategy for success. We get into some of our investing […]

How We Make Money: Our Cost Structure

This is how much it costs to work with us. Surprisingly, we never get asked how we make money. We always end up explaining it to people so they understand how much we make from each thing we are doing, whether that be providing life insurance or producing a full financial plan and managing money. […]

“Sales”

Here we talk about “selling” and what this word means to us as financial advisors. Please consider sharing if you enjoy the podcast. Thanks!

Value vs. Cost

This is a discussion between Colin Meeks and Ryan Stark about the value an advisor should bring. We discuss value vs. cost and how a financial advisor should bring you enough value to decrease the effects of the cost. For example, hopefully as advisors we are able to save you enough money so they cost […]

Client Case Study: April 2019

This is another case study where we review the basics of a new case. We can’t share too many details but we are able to share enough to give you a good view or how we work and the common situations we run in to.

Seth’s Mom with Dr. Monique Day

About Seth’s Mom – https://sethsmom.org/ So, what about Seth’s Mom? We are the FREE NOW FREE FOREVER premier information, news, entertainment, education web portal. What started as an idea in 2015 by Dr. Monique Day, Seth’s Mom was launched in May 2017 as a bridge between families and individuals diagnosed with disabilities and the wealth of information, accommodating […]