Bitcoin/Cryptocurrency Previously I have disclosed that I do not own any positions in cryptocurrency, and I still do not intend to. That being said, I am not opposed to people owning it. However, I do enjoy the crypto investment thesis debate and enjoy poking the bear a bit. Let's debunk a few … Read More about Bitcoin, Gamestop, and Robinhood
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.
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
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