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Principles of Financial Planning Series: Don’t Let Your Portfolio take a H.I.T.

By Samantha Compton Last month, we talked about a unique Three-Bucket Approach that I use to teach my clients to assess their investments and savings. ...

Kentucky’s Common Goal: Financial Literacy for All

By Catherine Martinez Photography by Jennie Paiva During Treasurer Allison Ball’s first year in office, she had an eye-opening experience while speaking to a class of...

Principles of Financial Planning Series: A Guide for Making Investment Decisions

By Samantha Compton, SWSM Resident Financial Advisor At times, those who know I am a Financial Advisor but may not yet be a client ask...

Maximizing Your Retirement Savings

By Samantha Compton, SWSM Resident Financial Advisor This month we will continue building on the first Principle of Financial Planning:  Financial Security Comes From Having...

SWSM Idaho Virtual Conference a Hit!

BY SWSM Staff Almost 1,100 women from 24 states registered for the 2021 SWSM Idaho Virtual Conference! The event took place live from a sound...