Category Archives: Money Matters

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Money Matters | Episode 5: College Prep 101

  Are you (parents) prepared to send your child away to college?  Not so much mentally, but are you fully prepared legally and have you prepared your child financially? Money Matters: The Podcast is sponsored by Axiom Financial Strategies Group of Wells Fargo Advisors.  This monthly podcast is in addition to a monthly article titled,…Read More

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Money Matters: The Podcast | Episode 3: Invest Early and Compounding

A Money Matter’s duo,  Eric Ballenger, Senior Vice President – Investments and Michael Grau, CFP®, RICP®, Vice President – Investment, start with the basics, Investing 101.  Its the moment when you realize that you must invest early, but why?  They explain how compounding works and how easy it is to set it and forget it. Invest…Read More

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Money Matters: the Podcast | Episode 2: The Year End

A Money Matter’s Trio, Vaughan Scott, MBA, CPWA® Managing Director, Eric Ballenger, Senior Vice President – Investments and Michael Grau, CFP®, RICP®, Vice President – Investment, comes to the table and discusses the end of 2016, what the new President may or may not cause, along with a local look-in. Money Matters: The Podcast is sponsored by Axiom Financial…Read More

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Money Matters: The Podcast | Episode 1: Eyes on the Horizon

In this inaugural episode of Money Matters: The Podcast, Vaughan Scott, MBA, CPWA® Managing Director – Investment Officer Axiom Financial Strategies Group of Wells Fargo Advisors, discusses Wells Fargo’s 2016 midyear outlook report “Eyes on the Horizon” with Extol’s Jason Applegate. Additionally, Vaughan also shares insight into Brexit and whether or not the next president of the…Read More

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Money Matters by Vaughan Scott | Patents and Trademarks and Secrets, Oh My!

Intellectual capital is one form of capital that must be evaluated, developed, and protected by businesses. As advisors to entrepreneurs and family businesses, my team and I include intellectual capital in our “next chapter planning.”  Intellectual capital is property that results from original creative thought, such as patents, copyright material and trademarks. But this type…Read More