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Helpful financial information for better decisions.

Is the Past Really Better?

Despite undeniable progress, many Americans believe we’re living through the worst time in history. This pessimism often stems from “nostalgic bias” – viewing the past…

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Engaging with Our Clients

The proper approach to working with clients involves: First, clarifying their objectives. Next, developing a tailored financial plan. Finally, constructing a portfolio that aligns with…

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The Market vs. The Media

An age-old tale: Russ Kefauver is an Accredited Wealth Management Advisor℠ and Chartered Retirement Planning Counselor℠ with over fifteen years of financial planning experience.

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