Are the expectations and culture compatible? This question has confronted Derrick Alexander, owner and lead financial advisor at in Tulsa, Oklahoma, who said
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Why More Affluent Investors Are Choosing Project-Based Planning
High-net-worth individuals—especially those who’ve managed their own investments for years—are
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When Should You Claim Social Security? Let’s Break It Down.
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With inflation still high, growth slowing, and market volatility rising, many investors are asking: What should I do now? This article breaks down what
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This article clarifies how we ended up in the current market condition and what to do next.
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Tariffs Trigger Market
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In a recent article on Financial Planning, Derrick Alexander a Tulsa based fee-only advisor shared his insights on the evolving role of AI in financial
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Tulsa Financial Advisor Speaks on Financial Planning for Athletes.
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Managing a 401(k) plan effectively is crucial for ensuring compliance, optimizing participant satisfaction, and maintaining operational efficiency. While many
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As an employee of American Electric Power (AEP), understanding the transition of your healthcare benefits, particularly your Health Reimbursement Arrangement
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Christina Hagney, President of Valor Payroll Solutions, and Derrick Alexander, Owner of Greater Works Wealth, discuss the importance of state-mandated
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How to Know if You Can Retire: A Comprehensive Guide
Retirement, or work-life optionality of life where one can finally move into the next chapter of life
