By Ryan Brooke, CERTIFIED FINANCIAL PLANNER® Professional, CIO Environmental, Social, and Governance (ESG) investing has become a hot topic in the financial world. Some investors seek to align their portfolios with their personal values by supporting companies they...
By Jessica Kmetty My first grandbaby arrived this year. To say I’m excited is an understatement. Aside from the fresh newborn smell and cuddles and coos, I look at this baby and see a whole world of potential and a future of possibility. And because I lead a financial...
By Marc C. Shaffer Money and water may seem like entirely separate forces, but once you start paying attention, you'll notice just how many financial terms flow directly from water-based language. This isn't a coincidence. Both money and water are essential resources....
By Marc C. Shaffer Do you have Lazy Cash? Cash just sitting around in a general checking account or other location (mason jar, eek!) whittling away due to inflation and not WORKING for you? In the years leading up to the pandemic, cash planning wasn’t a frequent topic...
At Searcy Financial Services and Allos Investment Advisors, we believe that understanding people is the foundation of great teamwork, powerful client relationships, and effective collaboration. That’s why we’ve made tools like the Predictive Index (PI) and...
By Marc C. Shaffer In my book One For All: How to Systemize Kindness, Grow Your Network, and Support Others Like It’s Your Job, I focus heavily on helping others, because that’s the heart of what I believe in and what we do at Searcy Financial Services and Allos...
By Marc C. Shaffer How One Book (and One Life) Changed My View of Work, Family, and Freedom We often talk in financial planning about preparing for retirement, building wealth, and creating meaningful legacies. But, we don’t always talk about regret. Regrets is not a...
By Marc C. Shaffer When we talk about financial planning, we often focus on investments, retirement accounts, and long-term goals. But an essential part of that future includes planning for long-term care, both for ourselves and for the people we love most. "Age is...
By John C. Fales For families of affluence, transferring wealth to the next generation is about much more than numbers and legal documents. It’s about values, legacy, and responsibility. Without thoughtful preparation, wealth can do more harm than good, leading to...
By Ryan Brooke, CERTIFIED FINANCIAL PLANNER® Professional, CIO A Thoughtful, Tax-Aware Investment Transition Strategy When you transfer after-tax investment accounts to a financial advisor, you might expect them to immediately sell everything and reinvest according to...
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