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April 16, 2026

The PFG Investment Report – David Booth: “The Value of Saving for a ‘Fuzzy’ Goal” 

Written By: Tanner Woolley, CPA, CFP®

March 13, 2026

The PFG Investment Report – Wes Crill: “When the Crystal Ball Is a Little Cloudy”

Written By: Tanner Woolley, CPA, CFP®

February 13, 2026

The PFG Investment Report – David Booth: “When the Market Siren Sounds, Will You Know What to Do?”

Written By: Tanner Woolley, CPA, CFP®

September 12, 2025

Big Tax Changes Have Arrived; Here’s What Stayed, What’s New, and Why It Matters to You

Written By: Tanner Woolley, CPA, CFP®

May 9, 2025

The Hardest Thing You’ll Ever Do

Written By: Nate Williams, CPA, CFP®

May 2, 2025

The DSO Sale Scam: Don’t Take the Bait

Written By: Nate Williams, CPA, CFP®

April 25, 2025

What Would You Do if You Were Dating?

Written By: Nate Williams, CPA, CFP®

April 18, 2025

The Smart Way to Think About Insurance

Written By: Nate Williams, CPA, CFP®

February 14, 2025

Pray that the Market Goes Down

Written By: Nate Williams, CPA, CFP®

February 7, 2025

The Power of Plateau – Why Bigger Isn’t Always Better

Written By: Nate Williams, CPA, CFP®

January 31, 2025

Invest or Pay Down Debt?

Written By: Nate Williams, CPA, CFP®

January 24, 2025

Should I Bring on an Associate?

Written By: Nate Williams, CPA, CFP®

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