Uniform Gift to Minors Account (UGMA)

Often we get asked “what accounts are available that I can set money aside for my children that I am not committed to using it for college because my child may not be of college material, may not go to college, or choose some other career path?” The...

Social Media and the Financial Industry #LPLFocus

This week, we’ll be in San Diego for an LPL Conference getting continued education, as well as listening to the nation’s top investment professionals including LPL’s own Burt White. We’ll hear from our top guns such as Andy Kalbaugh, Bill...

Faith Based Investing: What is it? – Video

To kick start our new feature to provide valuable education and to build better relationships with you, Eric Kabler describes Faith Based Investing. What is Faith Based Investing? | Kabler/Thomas Financial Group If you enjoyed this video, and to get our newest videos...

Going Paperless

It was announced that as of last month, Disney will no longer issue stock certificates in paper form. It appears that more and more companies will follow suit and not issue paper certificates. That seems to be the trend for everything . . . .no paper. We too, are...