Financial Advisor and Tax Consultant

Proxy Vote Update: The Timothy Plan Funds

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement rF Voting

March 17, 2025

Special Needs

Should I Use My Investment Advisor to Manage My Special Needs Trust?

BLOG > NEWS Finding the right trustee for a special needs trust requires careful consideration of multiple factors. One of the challenges families with children

December 17, 2024

Proxy Vote Update: PIMCO FUNDS AND EQUITY SERIES

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement rF Voting Results:

November 14, 2024

Education

How to Have More Meaningful Money Conversations That Can Really Pay Off

BLOG > NEWS When was the last time you talked about money? Who do you trust enough to discuss your finances with? For many of

November 18, 2024

Proxy Vote Update: MFS Value Fund-Class A

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. rF Voting

November 13, 2024

Proxy Vote Update: MFS VALUE FUND-CLASS I

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. rF Voting

November 14, 2024

Education

10 Common Money Mistakes to Avoid to Secure Your Financial Future

BLOG > NEWS Managing your finances can feel overwhelming, especially with so much readily available information. However, avoiding common money mistakes can pave the way

June 19, 2025

Proxy Vote Update: DODGE & COX STOCK FUND CLASS I

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement rF Voting

November 14, 2024

Nature

Checking In After Hurricanes Helene and Milton

BLOG > NEWS With hurricanes Helene and Milton affecting many in the Southeast, it’s essential to check in on those around us. Natural disasters don’t

October 11, 2024

Investing Insight

How to get the most of your engagement with your Financial Advisor

BLOG > NEWS Engaging with a financial advisor is significant for both the client and the advisory firm. Considerable time, effort, and resources are invested

June 19, 2025

Proxy Vote Update: The Timothy Plan Funds

Should I Use My Investment Advisor to Manage My Special Needs Trust?

Proxy Vote Update: PIMCO FUNDS AND EQUITY SERIES

How to Have More Meaningful Money Conversations That Can Really Pay Off

Proxy Vote Update: MFS Value Fund-Class A

Proxy Vote Update: MFS VALUE FUND-CLASS I

10 Common Money Mistakes to Avoid to Secure Your Financial Future

Proxy Vote Update: DODGE & COX STOCK FUND CLASS I

Checking In After Hurricanes Helene and Milton

How to get the most of your engagement with your Financial Advisor

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