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Cooper Knecht

Justin Lacy

Ashlee Owens

Phillip Fabry

Tyler Matchack

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Will French

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Brad Burcham

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  • Setting financial goals using the 5-10-15-20 concept
    When it comes to establishing financial goals, for many, the hardest part is knowing where to begin. To help you get started, we created the 5-10-15-20 concept for setting baseline financial goals.
  • Capital Market Snapshot: Week Ending October 10, 2025
    The U.S. government shutdown entered its second week and has become the fourth longest on record with low expectations of a quick resolution. Despite this, markets chopped sideways most of the week until experiencing a selloff on Friday, following President Trump’s announcing the potential for higher tariffs on Chinese imports.
  • Setting financial goals using the 5-10-15-20 concept
    When it comes to establishing financial goals, for many, the hardest part is knowing where to begin. To help you get started, we created the 5-10-15-20 concept for setting baseline financial goals.
  • Capital Market Snapshot: Week Ending June 6, 2025
    Markets showed resilience last week, with global equities rebounding strongly -driven by solid corporate earnings, easing trade tensions, and a better-than-expected U.S. jobs report. The labor market added 139,000 jobs in May, keeping the unemployment rate steady at 4.2%, which helped ease fears of a sharp economic slowdown.
  • Capital Markets Snapshot: Week Ending January 24, 2025
    Last week, stocks maintained their bullish momentum, driven by a pro-growth fiscal policy shift from the incoming Trump administration.
  • Market volatility?! Two charts to help soothe investor worries
    The market recently took quite a sudden dip, causing lots of consternation. Markets just go down sometimes and, candidly, it can be healthy … particularly when viewed through the lens of history and rationality.
  • Is your financial plan holistic? 6 questions you should ask
    It takes more than a basket of stocks to secure your financial future. It takes strategy, savings, and a commitment to tax efficiency. It takes holistic planning.
  • Is maxing out your 401(k) enough for retirement?
    You fully fund your 401(k) retirement account every year, sacrificing a fatter paycheck today for financial security down the road, and for that, you should be proud. Depending on your income and future lifestyle, however, it may not be enough.
  • How interest rates work and affect you
    Interest rates have a profound effect on consumers. They set the cost of borrowing money, determining how much you’ll actually pay to buy a house or a car or carry a credit card balance. I
  • Markets: 2023 lessons for the coming year … in 5 charts
    Despite the gyrations and the travails, progress has been made, and we must take stock of where we are, and what we have experienced, so we can, with any luck, make better decisions about the future that we face (however uncertain that may be).

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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood, TN. 37027 (615) 309-6300. BD Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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We have agents licensed to sell insurance in the following jurisdictions: AL, AR, AZ. CA. CO. FL. GA. IL, IN, LA, MA, ME, MI, MS, MT, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WI, WY

Brad Burcham, Domiciled in TN; AR Insurance License #7759708, CA Insurance License #4109412
Philip Fabry, Domiciled in TN; CA Insurance License #4198594

We have agents licensed to sell securities in the following jurisdictions: AL, AR, AZ. CA. CO, CT, DC, FL. GA, IN, KY, LA, MA, MS, MT, NC, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WY

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