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Miss our Asset Allocation Basics webinar?

By |2017-05-09T22:12:50-04:00October 16th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , |

The second webinar in our Healthy, WEALTHY, and Wise Women series is now available. Watch it whenever and wherever you want. Mackey McNeill, CPA, PFS, IAR will review some basic investment knowledge including: How to eliminate worry  [...]

What is an Asset Allocation?

By |2017-05-09T22:12:22-04:00May 22nd, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , |

This month we are going back to the basics with a refresher on the topic of asset allocation.  If you are not an investment advisor, it may be a term you are unfamiliar with, especially if [...]

6 Financial Questions Every CEO Must be Able to Answer

By |2017-05-09T22:11:58-04:00March 27th, 2013|Categories: Business Wise, Uncategorized|Tags: , , , , , , , , , , , , , , , , |

 1. What are the leading Key Performance Indicators (KPI) in this business? Many CEO’s try to manage their business by only reviewing their P&L.  This is a disaster in the making, it would be akin to [...]