Where does one start when looking back on 2020? It seemed the year was off to a poor start when Kobe Bryant and his 13 year old daughter were tragically killed in a helicopter crash. The year continued to go downhill from there. By the end of March we were all told to stay home two weeks to bend … Read More about A Look Back at 2020
Mark Meredith, CFP®
Mark has been a financial advisor since 2010, after earning a Bachelor’s degree in Finance from Eastern Illinois University. In 2018, he was named by Forbes as one of the top 1,000 financial advisors from the next generation. After 7+ years as a financial advisor with a local community bank, he decided the only way he could serve people in the way he thought was best was to open an independent fee-only firm.
Recent Posts
10 Years As a Financial Advisor
At the end of December I will have been a financial advisor for 10 years. In some sense it feels like a lifetime has gone by, and in other ways it only feels like a few months. Early in my career I feared the question from prospective clients "how long have you been doing this?", and always thought … Read More about 10 Years As a Financial Advisor
Take the Parallax View
Parallax - is a displacement or difference in the apparent position of an object viewed along two different lines of sight. Billy Beane is the general manager of the Oakland Athletics baseball team, and portrayed by Brad Pitt in the 2011 movie, Moneyball. In the 2001 season, the Oakland A's had … Read More about Take the Parallax View