Our Blog
An Investment Advisor from the Old School.
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Don’t Get Scammed: Your Guide to Today’s Top Frauds
In a world where we use our phones and computers for almost everything, it’s more important than ever to be on guard against fraudsters. We wanted to share some real text, email, phone call, and social media scams that have harmed our friends, family members, and clients. Our goal is to help you recognize these
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Clarifying Investing, Lending, and Speculating
Have you ever used a tool for something it wasn’t designed for? Perhaps you instinctively grabbed a towel bar for balance when stepping out of the tub, only to rip it from the wall as you fell. Or maybe you stood on a chair to change a light bulb, discovering as you fell to the
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Celebrating a Milestone: Matt Holloway’s 20 Years with AFIA
I first met Matt Holloway in 1991. Our families shared a lunch, as his parents, Mike and Denise, whom I’d known for a decade, had recently moved to the Omaha area. Over the following years, Matt struck me as responsible, smart, and kind—qualities he demonstrated in his interactions, including with my own family. Throughout high
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Taming the “What If?” Monster: Why Fear Shouldn’t Sideline Your Planning
Let’s be honest, when it comes to money and investing, that little voice in the back of your head can get pretty loud. It mutters things like, “What if the market crashes right after I invest?” or “What if I choose the wrong date to start receiving Social Security.” We’ve all been there, staring at
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Making the Most of Your Retirement Years: Our Ongoing Commitment to You
I was asked the other day whether we worked with clients as they enter into their retirement years. We do! As a matter of fact, these clients are an important part of what we do. After all, we are here to not only help you build the resources needed for your future, but also to
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Estate Planning: Beyond the Signed Will – Have You Taken the Next Steps?
We often discuss the importance of estate planning, and many of you have diligently worked with your attorneys to create comprehensive plans. A core component of these plans is your will, and your living (revocable) trust if you have one. These are crucial documents that reflect how you want your assets distributed. However, this is