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Articles and Resources to help you prepare.

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Blog

Retiree Bucket List

Retiree Bucket List

Freedom & Retirement When you think about retirement, what comes to mind? For many people, the word freedom is one of the first that comes to mind. Retirement can be a time when you finally have the opportunity to do the things you've always wanted to do. You may...

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Investing Vs. Speculating

Investing Vs. Speculating

If you're thinking about investing in the stock market, it's important to understand the difference between speculation and investing. Most people don't realize that these two concepts are quite different, and as a result, they often lose money by speculating in...

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Events

Winchester Little Theatre

Winchester Little Theatre

UPCOMING SHOWS: WINCHESTER LITTLE THEATRE   If you're looking for a great way to spend an evening, the Winchester Little Theatre is definitely worth checking out. And if you're interested in supporting the arts in your community, check out their membership...

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Go Winchester Royals Baseball!

Go Winchester Royals Baseball!

Go Winchester Royals Baseball! Tickets Available!The Winchester Royals are a local baseball team that plays in the Valley Baseball League. Approximately thirty former Royals have played on Major League teams, most notably Jimmy Key, Reggie Sanders, Mike Williams,...

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Celebrating Five-Years

Celebrating Five-Years

Announcing New ServicesWe are proud to be celebrating our five-year anniversary! We'd like to express our sincere gratitude to all our clients who've been with us on this journey. It has been an honor and a privilege to serve you.We are excited to announce that in...

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OUR BOOK

On Investing Well: The Elements of Good Investing by Chris Merchant, CFP®

The United States is entering an Era of Personal Responsibility. Gone are the days when you could work for the same company for forty years and retire with a generous pension. In this new system, you bear most of the burden for saving for a college education, health care, and retirement. If you want to survive and thrive, it is up to you to make it happen. No one else is going to do it for you.

Our education system does not teach us how to invest well, and most of the available material on investing is unhelpful, inaccurate, or confusing.

In this break-out book on financial planning, award-winning CERTIFIED FINANCIAL PLANNER™ and Behavioral Financial Advisor™ Chris Merchant provides the reader with an approach that simplifies the process of investing well.