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Blog

Lewis Walker | Dec 30, 2022

A Formula for a Happy New Year and Life

advice
marriage

 

“If it’s to be, it’s up to me.” That nugget of motivational wisdom was gifted to me early in life by a coach and mentor. It isn’t about rugged

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Jeff McClenning | Dec 19, 2022

9 Smart Planning Moves For Year-End

financial planning
IRA
Charitable Giving
Retirement

A Handy Checklist for Year-End Planning

The holidays are a busy time of year.  Shopping, family events, company holiday parties and more may dot your

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Jeff McClenning | Dec 19, 2022

Market Recap - November 2022

Investments

Crypto crash

Stocks have been battered by the Federal Reserve’s quest to rein in the highest rate of inflation in 40 years.

So far, however, investors

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Lewis Walker | Dec 8, 2022

Time, Money, Travel, and Experiences

travel
money
advice
planning

 

In January, 2021, Viking Cruises released a television commercial starring Viking Chairman Torstein Hagen. Philosophizing about the time pressures we all

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Lewis Walker | Nov 22, 2022

The Crippling of Crypto

Investments
advice

 

Is crypto currency (crypto) a chimera or a true investment?  Per Merriam-Webster’s dictionary, one definition of a “chimera” is “an illusion or fabrication

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Jeff McClenning | Nov 10, 2022

Long-Term Care and Your Options

Insurance

Long-term care includes a whole host of services that you may require to meet various personal needs.  And eventually, around 60% of us will need assistance

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Jeff McClenning | Nov 10, 2022

Market Recap - October 2022

Investments

Storm clouds in September give way to a sunnier October

For reasons that are not fully understood, September has historically been the worst month for stocks

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Lewis Walker | Oct 31, 2022

Till Death Us Do Part

advice
family
Estate Planning

 

While wedding customs and traditions vary from religion to religion and in  secular society, vows generally are a significant and meaningful aspect of the

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Lewis Walker | Oct 18, 2022

Good Intentions, Unintended Consequences, and Your Money

Savings
News
advice
Economy

 

As a consumer, investor, and a saver for “rainy day” and future-focused goals and objectives, you must ask key questions. What are you to make of

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Jeff McClenning | Oct 13, 2022

Market Recap - September 2022

Investments

For reasons that are not fully understood, September has historically been the worst month for stocks, according to the average S&P 500 return for each month

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Jeff McClenning | Oct 13, 2022

Online Scammers, SPAMmers, and Fraudsters Are Targeting Your Finances

Cybersecurity

IBM defines cybersecurity as “the practice of protecting critical systems and sensitive information from digital attacks.”  You may not be in the business of

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Lewis Walker | Oct 4, 2022

Scary Headlines, Keeping Calm, and Carrying On

advice
Market Commentary
Budgeting

 

In preparation for World War II, in 1939 the British government produced a motivational poster that urged people to “Keep Calm and Carry On.” Any investor

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Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), Home Office: 678.954.4000, member FINRA, SIPC. Jeffrey D. McClenning, CFP®, Andrew Crane, Lewis Walker, CFP®, Mike Hostetler, CFP®, are registered representatives and investment advisor representatives of SFA which is otherwise unaffiliated with Capital Insight Group.

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