Broker Check


What’s on our mind?   Keep checking in, and thanks for reading along.

Thursday, March 7, 2024

Tax season is upon us when we reconcile our dues with Uncle Sam. However, it's also a period when some unscrupulous individuals exploit this necessity, conducting scams to defraud unsuspecting taxpayers. In this digital age, tax scams...

Sunday, January 28, 2024

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity

Wednesday, January 17, 2024

It's so easy to get scammed these days. Be alert!

Thursday, January 11, 2024

Reduce the pain of filing this year's taxes.

Wednesday, December 20, 2023

It probably wasn't an innkeeper who turned away Mary and Joseph; their own relatives rejected them, assuming that Mary's pregnancy evidenced fornication. Who would remember Isaiah's prophecy, that a virgin would bear the Son of God?

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Monday, November 20, 2023

Thanksgiving Miracle

Tuesday, October 24, 2023

Stress Less this Christmas Season

Wednesday, May 31, 2023

It's time to wake up and explore ways to spend less and save more.  We need financial margin.

Thursday, March 16, 2023

Identity Thieves are especially active around tax season. To help taxpayers protect themselves against identity fraud, the IRS has published some helpful guidelines.

Monday, January 30, 2023

Avoiding Common Tax Errors

Monday, January 23, 2023

Tax Season can be scary. Even though we know it comes around every year, many of us (myself included!) try to ignore and avoid thinking about it until early April. To help you face your fears and stop procrastinating, we're...

Wednesday, January 11, 2023

Do you know the name of the professional handling your investment? When was the last time you got a call or email from them? Has your investment been assigned to someone you’ve never even heard of – a total stranger who...

Monday, September 19, 2022

Did you watch any of the pageantry in honor of Queen Elizabeth II? Today's funeral, attended by foreign dignitaries and ordinary people alike, honored the late queen's devotion to duty, her people, and their welfare. Those who spoke...

Tuesday, August 9, 2022

 We are passing along some current analysis from our RIA, OneAscent. Nathan Willis offers some insightful thoughts on the market, along with what we have done in our portfolios in response.  

Thursday, December 16, 2021

Wednesday, November 3, 2021

Thanksgiving Proclamation, 3 October 1789 Thanksgiving Proclamation [New York, 3 October 1789] By the President of the United States of America. a Proclamation. Whereas it is the duty of all Nations to acknowledge the providence of...

Tuesday, March 16, 2021

If there's one word that reflects our times, it's TURBULENCE, a state of confusion without any order. If you're like me, just opening a newspaper or a news app today is painful; you want to know, but you don't. Everywhere you look,...

Wednesday, February 17, 2021

In 2001, I experienced a giant retinal detachment in my left eye. Since then, I've endured four painful surgeries, the last of which was unsuccessful in restoring any sight. I've been counting on my right eye and have been able to see...

Thursday, December 17, 2020

When our advisors meet with potential clients for the first time, they talk about the things we can't control and those that we can. Hampton Square has no control over the stock market, the next natural disaster, the political...

Thursday, July 9, 2020

Sometimes it’s easier to talk about what we do at Hampton Square by starting with what we DON’T do…. Here some: 1. Ignore your spouse Any decent advisor should understand that they serve the interests of both spouses...

Monday, June 15, 2020

When the COVID-19 lock down hit, our service model went out the window. No longer could we do what we most enjoyed, having in person conversations with our clients and friends. It took only a day for us to regroup and create a strategy...

Wednesday, June 10, 2020

Your company is downsizing...or relocating...or liquidating! Whether you were a long-time employee or you joined the team recently, you have to be devastated by this news. What a disappointment! This was not what you signed up for when...

Tuesday, March 27, 2018

The last relative has said their good-bye and you drive home to an empty house. The shock is wearing off and the grief is settling in. You crawl into bed still wearing your funeral clothes and pray that it’s all been a bad dream....

Tuesday, March 27, 2018

My dad died of a sudden heart attack when he was just 60. My mom was devastated. Dad left behind a successful small business, three houses, and a decent amount of life insurance. After a week of grieving, we met with the bank trust...

Monday, October 16, 2017

Recently, Jan and I met with Ron Blue, Christian speaker, financial planner, advisor, and author of nine books on finances, including Generous Living, Master Your Money, and God Owns it All. Since retiring from his namesake financial...