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Investing 301: Getting Started

By Natalie Hayes Schmook, MBA, CFP, CVA, Hayes Wealth Advisors We’ve discussed how stocks are categorized and types of investment vehicles. This month let’s explore...

Investing 101: The Bond Market

By Natalie Hayes Schmook, MBA, CFP, CVA, Hayes Wealth Advisors For most beginner investors, the stock market is an approachable way to learn about “the market”....

Saving Money on Overhead Lets Independent Optometrist Invest Elsewhere

Sara Kurtis, OD, has been working in an independent practice next to a Walmart Vision Center since she graduated from optometry school in 2005....

Is Your Portfolio on Track for Retirement? Use the 4% Rule

By Natalie Hayes Schmook, MBA, CFP, CVA The number one question I get regarding saving for retirement is: How much is enough? As a financial advisor,...
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