Building a financial plan is overwhelming. However, it’s less daunting to focus on taking your first financial steps. Learn where to begin.

Cryptocurrencies, precious metals and other hot stocks are risky but popular investments. Discover whether they have a place in your portfolio.

Be careful of making assumptions about certain areas of your financial plan. Some of these assumptions could be correct, but they could just as likely be wrong.

Learn about investing from the hit TV show ‘Billions.’ Find out why market timing simply doesn’t work.

Chris recently helped a couple alleviate their tax burden. Find out how, and make sure you don’t overpay in taxes.

ETFs and mutual funds appear to be similar investing vehicles. Does it matter in which you choose to invest? Chris Patterson explains.

Financial myths can get you in trouble if you let them lead you astray. Join us as we debunk some of these tall tales.

401k rollovers are useful tools for allowing you more investment options and alleviating your tax bill. Learn how to complete a 401k rollover.

Chris gives us an honest perspective on what it’s like to work with an independent advisor versus a large brokerage firm. What are the advantages and disadvantages?

Passive and tactical investment philosophies can lead to the creation of a sound portfolio when properly implemented. Just make sure they’re in balance.