Please ensure Javascript is enabled for purposes of website accessibility
The only goal that matters: Your own!

The only goal that matters: Your own!

The only investing goal that matters: Your own!   New Year’s Resolution? Is it really, really, really, your heart’s desire? When it comes to financial goals, the only ones that matter are yours. Visual learner? Check out the sketch below! Listen, I...
Golden Nugget Episode

Golden Nugget Episode

Golden Financial Nuggets: Exploring Financial “Must Do’s” | “I Should’ve Started My 401(k) Sooner” | In my efforts to help people move from the “Working Toward” group to those in the “Financial Freedom”...
November 2022 Market Update

November 2022 Market Update

November 2022 – Market Update Some may not understand why the Federal Reserve is so center of attention and how that relates to the markets, economy, or even your personal investment accounts… so I will try to briefly explain how we got here and where we are....
Podcast: The One About Debt Concepts

Podcast: The One About Debt Concepts

Harpeth Wealth Partners Podcast Channel Money Therapy: A Better Understanding of You and Your Money Visit Our Anchor.FM Channel Abstract: The One About Debt Concepts Have you ever asked yourself, “What is debt?”. Have you ever wondered about the difference...
Closing Out the First Half of 2022

Closing Out the First Half of 2022

It has been an extraordinarily volatile first of the year… Volatility started picking up in the last couple of months of 2021 and has been a historic year of volatility since the start. We have been working to navigate these fluctuations to come out stronger and...