1. Focus in Financial Planning

    Focus, in financial planning and in life, is one of those underrated characteristics that need attention. We live in an age where we can instantly access almost all of the world’s knowledge, yet our attention span is the shortest it has ever been.  I experience this myself because I cannot stream shows or movies on…

  2. Your Financial Planning Team

    Financial Planning starts with a story. The New York Rangers won the Stanley Cup in 1994.  What does that have to do with financial planning?  I promise we’ll get there, but first let me tell you a little story. The Rangers’ 1994 Stanley Cup run was my first exposure to hockey.  Calm down, my Hurricanes…

  3. 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…

  4. 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…

  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. 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….

  9. 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…

  10. Embrace the Seasons

    This month’s blog is going to be a little different. Originally, I submitted this to one of those motivational websites.  After three weeks I still haven’t heard anything from them, so I guess it wasn’t accepted.  Sure, it was a little disappointing not getting part of my story in front of a huge audience, but…

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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