1. Is Financial Advising a Scam?

    Is Financial Advising a Scam?  Don’t Fall for It! Financial Advisors know the look we receive when we tell someone what we do for a living.  It usually involves an eye roll as if they’re just waiting for your sales pitch.  The question is if they really hate salespeople that much or do they believe…

  2. What Jesus Teaches Us About Money

    What does Jesus teach us about money?  Many people have attempted to tackle this subject, perhaps since the beginning of Christianity.  We celebrate the Christmas season as the time when Jesus made His physical debut in our world, so I thought this would be an opportune time for me to make my first attempt to…

  3. Do I Need a Financial Advisor?

    Yes, I believe everyone needs a financial advisor. If you are asking “Do I need a financial advisor?”… “Do I need a financial advisor” is one of those questions we ask, but never trust the answer.  People say we don’t need a financial advisor because we just need to spend less.  That’s all we do…

  4. Don’t Get Left Behind!

    My family moved to Pikeville in 1980.  My sisters were born in Florida.  Dad was told that in order to meet people in Pikeville they needed to bank at a certain bank, attend a certain church, and even vote for a certain political party.  I wasn’t born until 1982, so I can’t verify the story….

  5. Investing Like a Tortoise

    Animals play a role when we talk about the stock market.  If you’re a bull, or “bullish,” then you believe the markets will rise.  A bear, or “bearish” investor, believes the market is going down.  With the current market reactions to the Coronavirus Pandemic, I’m reminded of a story involving two other animals.  Have you…

  6. 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…

  7. 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…

  8. 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…

  9. 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…

  10. 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…

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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100 West Main St.
Pikeville, NC 27863

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