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Friday, December 29, 2023

Financial Resolutions for a Successful New Year Introduction: As we step into a new year, it's a great time to focus on our finances and set achievable goals for a prosperous future. Let's explore some straightforward financial...

Wednesday, November 22, 2023

During this Thanksgiving season we remember and give thanks for the fact that we live in the United States - a land of prosperity, opportunity and freedom!

Friday, October 20, 2023

Unprecedented levels of government spending caused the inflation we are seeing today, NOT Ukraine or supply chains! If we want inflation to come down, and homes/cars to be affordable again, we need to reign in government spending.

Friday, October 6, 2023

2023 Financial Review Checklist: Review and rebalance investment portfolio, tax plan to optimize your tax liability, maximize retirement contributions, take RMD, harvest tax losses, consult financial advisor.

Thursday, September 21, 2023

In this blog post, we'll explore age-appropriate ideas for parents and grandparents to start discussing money matters with children at ages 5, 10, and 15.

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Monday, August 28, 2023

Competent, comprehensive financial advice will supercharge your odds for financial success. Put yourself in a favorable position for success by selecting a fee-based, fiduciary focused, Certified Financial Planner (CFP).

Friday, August 11, 2023

The power of compounding interest is a gift that keeps on giving, especially when you start harnessing it early in your career. By investing 15% of your income and giving your money time to grow, you're setting the stage for success!

Monday, November 1, 2021

Cody talks with Carolyn Oberfeld, an LPL Financial Advisor, about her holistic approach to Financial Planning.

Wednesday, April 14, 2021

Brian Wesbury, Chief EconomistFirst Trust Advisors L.P.

Monday, March 29, 2021

As you know, on March 16th Jeff Buchbinder from LPL Research shared his expertise with Discovery Financial clients and offered a 2021 Investment Outlook. Thank you to the more than 60 people that joined this Zoom call. And a special...

Thursday, March 11, 2021

Please join us for a special Zoom event for Discovery Financial clients: 2021 Investment Outlook When: Tuesday, March 16th Time: 12:00pm CST Join via Zoom: https://us02web.zoom.us/j/82880730349 2020 was an extraordinary year filled...

Monday, December 21, 2020

Cody talks with Doug and David Ritter about some important end of year planning.

Monday, November 16, 2020

We are excited to offer this free webinar “Thriving in Volatile Markets.” For more information about David, visit his Advisor Profile , or set a time to meet with him by telephone or via Zoom meeting: https://go.oncehub...

Friday, October 30, 2020

This past Tuesday Jeff Buchbinder from LPL Research shared historical trends and insights on the upcoming Presidential Election and the Effects on the Markets.Thank you to the more than 50 people that joined this Zoom call. And a...

Wednesday, October 21, 2020

The market has performed best, regardless of who is elected President, if Congress is split between parties (see chart below). Regardless of who is elected we believe the winning party will pass a massive new stimulus bill which will...

Thursday, October 8, 2020

The Medicare Open Enrollment Period begins next week. Discovery Financial is happy to announce that our own Coleman Kelly is a licensed and independent agent (not affiliated with any government agency) who is able to provide you...