Tuesday, June 20, 2023
For years, traditional savings accounts, Money Markets, and Certificates of Deposit (CDs) offered little value to consumers, serving primarily as a means for banks to profit. Consumers with large cash balances in savings accounts have...
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Wednesday, October 26, 2022
Letting your emotions and the rollercoaster of the market dictate your buying and selling habits will likely not lead to the success anyone is hoping for.
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Wednesday, June 22, 2022
The volatility we’ve seen in the past few months can be frustrating and scary. The good news is that the skies are still blue in Roswell, and there are strategies for dealing with market ups and downs. I
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Wednesday, February 23, 2022
As financial advisors, we’re often asked, “What does financial planning look like?” or “What will next steps be?” We find that it’s helpful to approach these questions by comparing financial planning to MapQuest vs. GPS/Waze.
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Monday, October 25, 2021
Do you ever wonder why the price of goods and services is continually increasing? Well, you’re not alone; many Americans put on their detective hats and ask the same question. In short, the answer is inflation. The effects of...
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Wednesday, September 23, 2020
Hello Magnolia Financial community, Just a quick note about current interest rates. You are probably aware of the historic mortgage rates. We have seen some 30 year fixed conforming refinancing rates dropping below 3%. Wow! So two...
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Thursday, August 30, 2018
Beware of the “Lifestyle Creep” Sometimes more money can mean more problems. Provided by Trenton J. Adams, CFP® Lifestyle Creep is an unusual phrase describing an all-too-common problem: the more money people earn, the...
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Tuesday, May 1, 2018
Protecting your “Beer and Burger” Money Early on in my career I envisioned a sound Retirement Plan as an overflowing vault. I’d think of a childhood cartoon, Duck Tales, and Scrooge McDuck backstroking through his...
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Monday, April 9, 2018
Using Old Tax Documents to Start Your Spring Bonfire? Be Careful. Even with less itemizing, there are still tax documents you want to avoid burning this year. I love spring. The bland winter slumber is over, and nature’s confetti...
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Monday, March 12, 2018
It happens around this time every year. Flowers bloom, yellow blankets of pollen drape like curtains on our vehicles, NCAA bracket pools run amuck throughout the office - and of course, the IRS puts on its best “Santa...
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Friday, October 20, 2017
The decision to trust someone with your hard-earned money is very personal. And since you’re basically hiring someone to provide expertise that you don’t have, it can be tough to sort the good expertise from the fluff....
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Tuesday, October 3, 2017
We know firsthand that cancer sucks, and it's an honor to sponsor and play annually in the Jake Lyons Memorial 'Cancer Sucks' Golf Classic. This year the Magnolia Financial Group Team won the tournament and helped raise $58,435! One...
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Wednesday, September 20, 2017
What would you rather give to your family: additional wealth or memories that will last a lifetime? I began asking my clients this question after I lost my Grandfather, the man that planted a seed in my mind which later grew into a...
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Interviewing financial advisor Trent Adams for Thanksgiving was a no-brainer. If you’re a Consortium Member reading this, you’re likely groaning at an overdone joke. If not, then allow us to loop you in: a little over 6...
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