By John Fales, Principal and Director of Financial Planning Starting financial planning early in life has numerous benefits, and the earlier you begin, the more time you have to leverage compounding and build wealth. You don’t have to wait until you have the best job,...
By Marc C. Shaffer I’ve had the privilege of watching Mike Meyer turn a simple yet powerful idea into something extraordinary. What started as a way to help young music students has grown into Band of Angels, a nonprofit that’s changing lives through the power of...
By Marc Shaffer National Infertility Awareness Month and National Infertility Awareness Week are a time to share stories, provide support, and bring awareness to the realities of infertility - both the emotional and financial toll it takes. My wife, Bridgette, and I...
An ESPP stands for Employee Stock Purchase Plan. It’s a program offered by many companies that allows employees to purchase company stock at a discounted price, often through payroll deductions. Employee Stock Purchase Plans could be an important benefit for you. They...
By Marc C. Shaffer Every person I meet is valuable to me. Perhaps I was meant to meet them or they were meant to meet me, and the reason may become clear right away or many years down the road. Networking isn't just about exchanging business cards or making small...
Are you looking for a better understanding of the roles, responsibilities and functions within an independent RIA firm? An internship with the Searcy group of companies exposes students to a broad range of responsibilities. You will be trained on both the "why" and...
Join Our Team Thank you for considering a career with us! We’re excited to learn more about you and how you can contribute to our team. To kickstart the application process, we kindly ask you to click on your position of interest below which will include steps for...
By Brenda Carrico In today’s digital age, the relentless onslaught of clickbait headlines and negative news can be overwhelming. It often feels like we're drowning in a sea of doom and gloom. The good news? There are ways to manage this barrage of negativity and...
By Marc Shaffer Helping a community member when they have an emergency need, being invited to a spontaneous concert or last-minute vacation, or finding an unplanned opportunity to invest. Life is full of surprises and opportunities and while we can’t predict every one...
The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult crossroads that comes when their marriage ends.1 Getting a divorce is often a painful, emotional process. Don’t be in such a hurry to...
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