James L. Hicks, CFP

09/02/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

08/31/2026

U.S. Service Members should consider taking advantage of programs that are available.

08/28/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

08/26/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

08/24/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

08/21/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

08/20/2026

India’s Independence Day honors the vibrant legacy of family traditions, cultural stories,
and strong values that connect generations. We’re proud to celebrate the richness of the Indian community and wish all who celebrate a joyful Independence Day.

08/19/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

08/19/2026

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

08/17/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.