February 5, 2018

The Best Financial Books Ever! A Certified Financial Planner’s Must-Read List

Building wealth isn’t rocket science, but it does take some effort to understand the dos and don’ts that will get you where you want to be. As a Certified Financial Planner, I am giving you the list of the best financial books… my top five books about understanding money that I recommend to friends, family, clients, or anyone that asks my advice.
December 14, 2017

Can Your Portfolio Stand a Market Correction?

No talent! That expression sums it at all up this week! That is literally all it takes to predict what the stock market is going to do from one day to the next! 
November 30, 2017
fiduciary ruling

Why the 2017 Fiduciary Ruling Matters to You

The much talked about Fiduciary Ruling expected from the Department of Labor has been delayed until July 1st, 2019. Now, I understand some of the reason for the delay. I even have a client who is an attorney for a major insurance company, and this person is leading the task for the company in dealing with DOL alternatives. Obviously, there are some issues when it comes to this ruling. After all, we have FINRA, the SEC, and now the DOL already involved. So when you add the 50 states with various interpretations of the rules of all three different regulatory bodies, what we really have is a mess. Here’s why I’m on a rant about it though.
October 26, 2017
will the stock market crash soon

Will the Stock Market Crash Soon? The Indicators Predict the Story

“Will the stock market crash soon, Justin?” I hear it all the time! One knows the answer to that question for sure, BUT there are a few indicators we can utilize to predict when and if the stock market will crash.
October 21, 2017
is gold a good investment

Is Gold a Good Investment in 2019?

We’ve all heard and seen the “buy gold” advertisements on radio and television. Usually, a paid celebrity will talk about how “bad” the markets can be and then pitch a gold product. The question is, how much attention should we give to these ads? Is gold a good investment? They tell us if the stock market crashes, this is one investment that won’t go belly up. However, gold is always compared to stocks, not fixed incomes like bonds.
October 6, 2017

Would You Invest Your Money the Way You Are Going to Invest Mine?

Job interviews can be one of the most nerve-racking experiences anyone faces. It is like playing 20 questions with someone you barely know. Obviously, the point is to get to know them thoroughly and find out if they will be a good fit for a company. The same process goes into hiring a CERTIFIED FINANCIAL PLANNER™. Each prospective client we talk with typically brings a myriad of questions for us to answer. Being a CERTIFIED FINANCIAL PLANNER™ in Knoxville, TN doesn’t mean I just get interviewed by local individuals. I actually have clients all over the country, and one question that is almost always asked is this: “Justin, would you invest your money the way you are going to invest mine?”