Author Archives: Chris

The Return of the Blog

Posted on October 9, 2015 by Chris

In mid September I attended the XY Planning Network 2015 Conference in Charlotte. This was my first conference experience since Logan was born and I was looking forward to being able to attend, but I wasn’t quite prepared for the … Continue reading →

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Market Awareness

Posted on October 2, 2015 by Chris

I am going to make a bold promise.  I promise to never send you an urgent newsletter or blog post about a bad day or possibly even week in the stock market. As a financial planner, one of my goals is … Continue reading →

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September 29, 2015 Newsletter

Posted on September 29, 2015 by Chris

September 29, 2015 Newsletter

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The Dynamic Money Relationship

Posted on September 25, 2015 by Chris

Last week I attended the XY Planning Network 2015 Conference in Charlotte.  I had the opportunity to hear some fantastic presentations and came home energized with new ideas on the future of VB Wealth.  This post is the first in … Continue reading →

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2012 Money Action Plan – Part One

Posted on January 11, 2012 by Chris

If you’ve been on the internet over the past few weeks, you’ve certainly come across several articles on how to manage your money and smart money moves to make for the year ahead. In the spirit of the new year, … Continue reading →

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Supporting a Person in Grief

Posted on November 7, 2011 by Chris

As a financial planner, I work to create long-term relationships with my clients. Through this relationship, I am fortunate enough to be able to celebrate the family’s successes and achievements. I also realize that during times of crisis and grief, … Continue reading →

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The Battle for Higher Education

Posted on September 22, 2011 by Chris

Earlier this week in an interview with Aaron Task from Yahoo Finance, former President Bill Clinton stated, “…the American Dream has been under assault for 30 years,”. The timing of his quote coincides very well with the topic of my … Continue reading →

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Let’s talk about life…insurance

Posted on September 7, 2011 by Chris

The other day I was having a conversation with a friend, and he asked if one would ever need two life insurance policies. I answered him, as I often answer most questions related to finances, it depends. I’m going to … Continue reading →

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A Reason to be Optimistic

Posted on September 2, 2011 by Chris

A few weeks ago I had the opportunity to volunteer with several of my peers and a group of Duke University students. The project we worked on was to shovel and spread mulch on church grounds. Luckily, the weather was … Continue reading →

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Creating Your Wealth Statement

Posted on August 19, 2011 by Chris

It was another turbulent day on Wall Street, and I certainly want to acknowledge the fear and uncertainty you may be feeling. My thoughts haven’t altered from my earlier blog, so please feel free to read through that for my … Continue reading →

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