Blog

August 30th, 2023

“Where should I invest” is one of the most common questions people ask me. It seems simple enough, but it’s really a loaded question.  Honestly, I could lose my license by answering the question before gathering more information from a person.  Ethically, and legally as I am a fiduciary, your best interest is my top…

Read More
  1. Faith in Financial Planning

    Faith in Financial Planning It has been a while, so let’s get back to the Fruits of the Spirit in Galatians 5:22-23 ESV: But the fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness, gentleness, self-control; against such things there is no law. Faithfulness is another one of those words used in so many different ways that the…

  2. Student Loan Forgiveness Program

    Is the Student Loan Forgiveness Program a good or bad thing? Recently, President Biden announced his Student Loan Forgiveness Program.  When will this start or will it even happen?  Well, we don’t know.  Normally, when things like this are announced, there are still many steps that must be taken before the new program becomes a…

  3. When Should You invest?

    When Should You invest? With so many of us taking vacations to the beach this summer, I’m hoping my next statement will start hitting home.  Yes, I will continue to say it as long as I can speak. The stock market moves in waves.  As you sit on the sand, watch the waves form in…

  4. Recession, Recession, Recession

    How can we survive a recession? Did you know there is a chance of a recession looming on the horizon?  If not, do you live under a rock?  Depending on which channel you watch, the recession could be short or it could be the end of the world.  This is why when we invest, we…

  5. Patience in Financial Planning

    Patience is a vital tool in financial planning. As I mentioned in my last post, I want to do more with Faith-based topics in financial planning.  As we look again at the Fruits of the Spirit from Galatians 5, let’s focus on patience. In a world where we can have anything our hearts desire almost…

  6. Financial Planning:  Asking for Help

    Humility – Asking for help with financial management. There are millions of websites telling you about financial management and it will be difficult for me to pull the audience away from those sites.  I have a degree in finance and still look at those articles myself, so I don’t fault you at all for going…

  7. Three Ways to Fight Inflation from Home

    Inflation is nothing new.  We have all heard our elders say things like, “In my day I could buy a loaf of bread for a nickel.”  Nickels and other monetary units are still the same as they were then, but the purchasing power has declined. In essence, this is what inflation means.  When we have…

  8. Tithing is an Investment

    Financial Planning in Pikeville, North Carolina Pikeville, North Carolina is a small town with about 700 residents.  Pikeville is in Wayne County, which has approximately 120,000 residents.  Being a financial planner in Pikeville brings an interesting challenge because it’s not so much about having more money as it is about maximizing the money we have. …

  9. The Three Questions We All Ask Ourselves

    Financial advisors can talk about money all day, but we really want to know about you; the client.  It’s hard to help you reach your clearly defined, reasonable goals if we don’t take the time to get to know you.  While financial planning is a fairly new industry, the concept is as old as mankind….

  10. Social Media and Investment Research

    We can all agree that social media has become the Wild West of the internet.  For those of you who have never seen a Western movie, imagine cowboys playing cards in a bar.  Suddenly, one calls the other a cheater, then the table flips over and they all start shooting each other.  Thanks to my…

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