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November 28th, 2024

There is a motto among investors that shareholders “vote with their feet.”  Remember when we buy stock, we own a piece of a company.  That means we can vote on things like electing a board of directors. Most of today’s investors don’t care about voting on corporate stuff.  We just want to buy a stock…

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  1. October 31st, 2024

    A Little Reminder

    Sometimes life provides little examples of the importance of financial planning. For me, the entire month of October was one of those financial planning reminders.  Have you ever experienced an entire month that just sucked?  Unfortunately, it can happen more often than we like to admit.  Let me tell you a little story. On September…

  2. September 30th, 2024

    Your Money Your Vote

    CNBC is my preferred news source, especially with it being an election year.  I loathe politics, but I have to pay attention to it as a financial planner.  I’m not really a fan of Donald Trump or Kamala Harris, but I would love to interview both candidates and open their eyes. CNBC’s political coverage called…

  3. August 30th, 2024

    Is investing only for retirement?

    To someone in the financial services industry, this may be an obvious question, but I don’t work for them.  I do this job for you! When I was a child, English was my worst subject.  Ironic considering all the writing I do now, right?  I remember one teacher telling me that, when we write, we…

  4. July 31st, 2024

    Inherited IRAs

    I have been getting more questions on Inherited IRAs recently.  Inherited IRAs are a sad subject because death is involved.  It’s not easy to solve the inherited IRA dilemma while your friend is grieving, but it is a very important service. While everyone appreciates an inheritance, managing that money is the last thing on your…

  5. June 24th, 2024

    Financial Planning Without Money

    Can you take financial planning steps without money?  “I need money to plan with before meeting with you,” is the most popular rejection I hear when I talk to people about financial planning.  Granted, I am biased because I believe everyone can benefit from some financial planning, but I think that is a lame excuse….

  6. May 29th, 2024

    How do Retirement Accounts Work?

    One of my dear friends asked me about retirement accounts.  He didn’t want to know what we invested in, but how the system of investing works.  The question was different for me because I am normally talking about our investing products, not how it all works. I’m used to seeing eyes glaze over as I…

  7. April 29th, 2024

    How Sports Betting Works

    In the last blog post, we discussed the differences between sports betting and investing.  I hope it helped ease your concerns on both topics.  Of course, as when you try to invest on your own, it’s important that we learn some basics on sports betting. I won’t even use someone’s Netflix password because it feels…

  8. February 28th, 2024

    Investing vs. Gambling

    Finally, sports betting will be legal in North Carolina on March 11!  Gambling on sports is nothing new.  We’ve all participated in our office pools.  I remember filling out March Madness brackets as far back as seventh grade, with each game being worth around a quarter. A perfect bracket was worth about thirty dollars, which…

  9. January 30th, 2024

    Roth IRAs, Elections, and Good Vs. Evil

    Instead of using an entire post for my 2024 outlook, I wanted to talk about Roth IRAs.  More specifically, we’re going to look at how a Roth IRA is a tool in the battle between good and evil.  Sounds crazy, right?  Just bear with me. As Christians, we know that battle is over because Jesus…

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Jonathan Greeson is located west of 117 and south of E. Main St.
Jonathan Greeson is located west of 117 and south of E. Main St.

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