Blog

November 20th, 2019

Last month I claimed that we live in an entertainment economy.  Let’s expand on that as I think we need to be careful.  I’m writing to myself as well because I like to be entertained too.  As we try all of these experiences, we can start losing our value system regarding our money.  It’s easy…

Read More
  1. Government Shutdown

    When I graduated from college, it was tough finding a job.  It’s hard for everyone, but having a disability put me at a disadvantage.  I wasn’t discriminated against, but I can understand how a company may see me as a risky investment.  I was advised to seek employment in the Government because they were more…

  2. The Greatest Gift

    I wrote on this subject for my Buzz Around Wayne County article, but I wanted to add to it because I am only allowed 250 words with the paper.  You can see the original article on my social media pages.  The Holiday Season brings a great question: Instead of buying every object our children want…

  3. The Millennial vs. The Account Minimum

    “I would work with you, but my finances are a mess and I don’t have enough money to plan with.”  I actually think people in this situation are exactly who need the services of a financial planner.  I believe that at its core, financial planning is about building a future, not just managing assets.  If…

  4. Attention Nonprofits!

    As we begin the fourth quarter of 2018 I am curious.  If you manage a church or other nonprofit, are your donations as high as last year?  With the new tax law there were many changes, but the one effecting nonprofits the most may be the increase in the standard deduction.  If a married couple…

  5. For Immediate Release

    Recently, I became a CFP® Professional. There are templates for press releases on the CFP® Board website, so that new recipients can inform their community of the accomplishment. While I appreciate the template and will quote some of it, I started my practice to be different from the others and that means I have to…

  6. Egos Are Expensive

    A person would rather struggle than ask for help.  It sounds crazy, right?  If you think about it, you’ll realize that we all do it to some point.  I learned a long time ago that it’s ok to ask for help.  Having a disability means I need help with everything.  Things would get pretty messy…

  7. What is Financial Planning?

    I may have done a blog on this subject before, but I’m going to continue coming back to it throughout my career because I think it is extremely important. Financial Services is a tough and very regulated industry because there are so many definitions of a financial advisor. Basically, the term financial advisor suggests the…

  8. Selling to Friends

    One of the many challenges and joys about being an independent financial adviser is that I have to do my own sales training. Sure, FormulaFolios has many training videos and their stuff is extremely helpful, but I need to learn how to sell. As we know through social media, all of our friends have the…

  9. Working From Home

    One of the statements you often hear in the investment world is “spotting a trend.” Some may think it only relates to a stock chart with all the ups and downs of company’s share price, but as with many skills in the financial world, finding trends is also important in the “real” world. Social media…

  10. Social Security

    In the midst of all the political advertisements, I finally found one that I liked. However, it wasn’t done by a candidate. It was done by the AARP showing a donkey and elephant with one request: Please fix Social Security. Like many things in Washington, I think this is a fairly easy fix, but certain…

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.

Visit Us.

100 West Main St.
Pikeville, NC 27863

Directions