When our daughter is at an appropriate age, we will add her as an authorized signer to a credit card. While that may seem like a scary undertaking, it’s a lot less scary than watching her learn about credit card debt the hard way. Like anyone, we want the best… Read More »

Press Release OKLAHOMA CITY – After only six years as a Registered Investment Advisor, Oklahoma City-based Full Sail Capital has reached $2 billion in assets under management, a rare threshold of achievement that has been built on a foundation of authenticity, service and passion. Established in 2018 by three veterans… Read More »

For most of us, goals are an important part of our lives because that’s one of the ways we get things done. We have short-term goals, like losing 15 pounds before a beach vacation, and long-term goals like earning an MBA. Some goals may not matter that much in the… Read More »

With emerging technology and an abundance of digital options for savers and investors to use these days, it’s easier than ever to access markets and track your financial information. When the Philadelphia Stock Exchange opened more than 200 years ago, investors had to have a broker to help them buy… Read More »

We’ve all heard the fairytale stories and happily ever after fables of newfound wealth. We may even dream about winning the lottery, inheriting a million dollars, or hitting it big in Vegas. But newfound wealth is no dream. The fact is windfalls are a reality for more people than you… Read More »

We all know about the stages in life, but it’s sometimes easy to overlook the fact that we live through stages in our financial lives as well. That starts with our first job, probably in high school, and it continues as we begin our careers, then get married, purchase a… Read More »

For investors who like roller-coaster rides, the beginning of 2023 must have felt like a trip to Six Flags. The markets were full of so many twists, turns, ups and downs that people were jumping out of their cars right and left. Jumping out of a moving roller coaster is… Read More »