Full Resource List

We write on practical, thoughtful, well-sourced topics that apply to our clients written by David, Alishia and other humans--not AI.

Below is our full list of resources. Click on the tags in each post to see more on that topic.

Jump to Retirement

Jump to Investing

Jump to Saving & Cash Flow

Jump to Life Plan & Education

David Creekmore 4/10/25 David Creekmore 4/10/25

Should I Fear this Bear?

David Creekmore 4/8/25 David Creekmore 4/8/25

Bear Markets: History & Insights

Bear markets are part of the market lifecycle. Learn more about the history, implications and what to do as an investor.

David Creekmore 3/18/25 David Creekmore 3/18/25

What Not To Do in a Bear Market

As an investment manager, I watch the market every trading day, but I do so having spent a lot of time studying the history of stock markets. "The investor who is unaware of financial history is irretrievably handicapped.”