Why We Stay Globally Diversified in Shifting Markets

Markets do ebb and flow over time – but there are periods in time when prices can get excessively high, particularly in the growth corner of the market, like we see today. We have made a conscious effort to tilt portfolios to value companies, the type of companies that have outperformed growth companies by roughly 20-30% over the past century.

A Financial Advisor’s Guide to Holiday Shopping

Even though there is a ton of advice floating around about how to be financially successful, many people still struggle with managing their money. The truth is, financial success doesn’t need to be complicated, time consuming, or overly restrictive.

College Graduates Saving for Retirement

Thinking about the future can be worrisome. Whether you’re age 20 and just entering the workforce or well-established at age 60, retirement will likely be a radical change of pace. Do you want to continue some form of part-time employment?

Remarried? Follow These 3 Steps to Avoid Disinheriting Your Children

I first started working on earning the CFP® designation about a month after I joined HFG Trust in October of 2018. Not only is the CFP® coursework extensive, it also requires that the individual conduct business in a fiduciary capacity. I was drawn to the fact that the certification itself requires you to put the interests of the client ahead of your own. It was difficult. But after everything is all said and done, I am better for it and more prepared to provide our clients with the service they deserve.

What It Takes to Become a Certified Financial Planner™

I first started working on earning the CFP® designation about a month after I joined HFG Trust in October of 2018. Not only is the CFP® coursework extensive, it also requires that the individual conduct business in a fiduciary capacity. I was drawn to the fact that the certification itself requires you to put the interests of the client ahead of your own. It was difficult. But after everything is all said and done, I am better for it and more prepared to provide our clients with the service they deserve.

Your Guide to Community First Bank PPP Loan Forgiveness

If you have not applied for forgiveness, this article is for you.

Depending on your paycheck protection program loan amount, the application process may differ from borrower to borrower. Read this article to learn more about specific requirements and how to apply for loan forgiveness.

How Much to Save for Retirement

How much should I be saving in order to stay on track for retirement?

This is one of the most common questions that I receive on a day-to-day basis; and with a simple Google search, you can find many different answers.