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Blog

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Jonathan Blount | Nov 29, 2023

Video: How to Pay Off Your Debt

Finance

This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or

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Set of keys beside miniature house
Jonathan Blount | Nov 29, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Man reading newspaper next to laptop and phone
Jonathan Blount | Nov 29, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Couple walking in a field with the ocean in the background
Jonathan Blount | Nov 1, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Business page of a newspaper
Jonathan Blount | Oct 1, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Two women meeting in an office space.
Jonathan Blount | Sep 1, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Person writing a list in a notebook
Jonathan Blount | Aug 28, 2023

Understanding Your Values Can Help You Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Person writing a list in a notebook
Jonathan Blount | Aug 28, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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What Does “Wealth” Mean to You?
Jonathan Blount | Jan 20, 2023

What Does “Wealth” Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Jonathan Blount | Jan 20, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Jonathan Blount | Jan 20, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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