Matthew S. Ellis, Financial Planner

05/31/2019

For young adults, managing finances can be a challenge. From spending too much on housing to not tracking money moves, here are the top five money mistakes that recent college grads make:

Since most universities don’t provide financial literacy education, college graduates are left with little to no knowledge when it comes to managing their money. For those of you that have recently entered the real world, avoid making these mistakes and you’ll already be ahead of the game.

05/24/2019

In observance of Memorial Day - our office will be closed, Monday, May 27, 2019. We look forward to assisting you when we return on Tuesday, May 28, 2019.

05/01/2019

This week I parted with one of my best investments, a pair of vending machines. While I never “got rich” off these investments, they did turn candy and soda into cash and coins every week. The maintenance was minimal. I had a great business partner who handled the operations (stocking the machin...

04/18/2019

Our office will be closed on Friday, April 19, 2019 in observance of Good Friday. We look forward to assisting you when we return to the office on Monday, April 22, 2019.

03/29/2019

As children we were warned, don’t play with fire. If you see it, put it out. Today though, young savers are running towards it. FIRE is an acronym for Financially Independent Retire Early. FIRE followers splatter their posts across message boards with religious fervor. Reading these posts, it’s hard not to get excited about kicking the day job and living off your portfolio.

As children we were warned, don’t play with fire. If you see it, put it out. Today though, young savers are running towards it. FIRE is an acronym for Financially Independent Retire Early. FIRE followers splatter their posts across message boards with religious fervor. Reading these posts, it’s ...