SVB Saga: A Risk Management FAIL

Discussion this week on the Random Gleanings centered on the news of the week – the Silicon Valley Bank collapse. We’d guess that books will come out on the myriad causes of this bank failure (the second largest bank to fail in American history) pointing fingers at the Federal Reserve, Venture Capitalists and the Tech…

Protect Your Credit: FREEZE IT!

In this month’s A$AP, Chris shares a personal story from a friend of his who was a victim of identity theft and through that experience learned how to protect himself through freezing his credit.  Questions? Send your questions to us at info@proplanwealth.com

Setting GOALS for SUCCESS

This week on Random Gleanings Jesse Hansford & Chris Beard bring in special guest, Jeff Wilson – Chair of C12 Business Forums in the Upstate – to discuss GOAL setting and achievement. Goals are natural to the conversation of Financial Planning, but of course personal goals span from things to do with finances, to fitness,…