Blog

Commentary,
Insights & News

Shipyard
Calendar Icon

1

October 1, 2024

Celebrating Brad and His Journey of Integrity, Wisdom, and Leadership

We are sharing some notable news from our firm. As of October 1st, Brad Fogleman, one of our founding partners, has taken the big step into full-time retirement!

Shipyard
Calendar Icon

31

August 31, 2024

Congratulations Andreas Shick, CFP®, EA!

Congratulations Andreas Shick, CFP®, EA! He just earned his Enrolled Agent designation.

Shipyard
Calendar Icon

6

August 6, 2024

Behind Closed Doors: The Real Story of the Joneses

Appearances can be deceiving. Learn the truth about the Joneses.

Shipyard
Calendar Icon

23

July 23, 2024

Starting Your Credit Journey: A Beginner’s Guide to Credit Cards

Our summer intern, Alina Shick, wrote this post as a guide for young people starting their credit journey through the use of credit cards.

Shipyard
Calendar Icon

15

July 15, 2024

Mastering the Market: The Power of Patience, Simplicity and Historical Insight

How much do you know about historical stock market returns? Here are some of the most powerful visuals for investors to understand.

Shipyard
Calendar Icon

14

June 14, 2024

Don’t Blow It! How to Manage a Sudden Financial Windfall

Ever wonder what you’d do if you struck it rich? Maybe the first thing to come to mind wouldn’t be the best idea.  Read on for some ideas to best utilize your newfound riches.

Subscribe to our newsletter

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get In Touch

(810) 354-9008

Stay Informed with Our Monthly Newsletter

Subscribe to our monthly newsletter for valuable insights, tips, and updates on investment management, retirement planning, tax strategies and retirement lifestyle inspiration.

* required
Subscribe
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Schedule a Free Consultation