December 11, 2020
3 Financial Resolutions for 2021
by: Darren Brennan, CFP®, CRPC®
As the new year approaches, it is a great time to start making financial resolutions. Here are three ideas to help improve your finances. Increase...
December 11, 2020
What’s Going Well?
by: Jim Kruzan, CFP®, CRPC®
A holiday message from Jim Kruzan, CFP®, CRPC® As you read this, many will be in the throws of holiday preparedness – present wrapping, home...
December 10, 2020
Seeing Through Uncertainty in 2021
by: Mathew Britt, CMT
With the presidential election behind us, many investors are still making assumptions on what the results could mean for the economy and future stock...
October 22, 2020
Stock Market Returns by Political Regime
by: Mathew Britt, CMT
With the 2020 election just weeks out, some investors are worrying about the pros and cons of a Trump vs. Biden presidency. A Democratic sweep would...
October 15, 2020
Do you know what your phone can do?
by: Danielle Howard
Since 2011, the number of Americans owning smartphones has increased from 35 percent to 81 percent, although there remains a significant digital...
October 8, 2020
Options for your retirement savings when changing employers.
by: Danielle Howard
Whether you leave an employer for a wonderful new opportunity or lose a position because of the pandemic, it’s easy to forget about the money you...
July 31, 2020
The Psychology of Wealthy People.
by: Kimberly Houston, CFP®, CRPC®
Psychology is the scientific study of the mind and behavior, according to the American Psychological Association. It includes topics such as...
July 31, 2020
4 Tips to Help Improve Your Finances During the Pandemic
by: Darren Brennan, CFP®, CRPC®
The coronavirus pandemic has highlighted the importance of having a sound financial plan in place. Those who had a sound financial plan going into it...
July 28, 2020
Zooming Right Along
by: Danielle Howard
With Coronavirus cases on the rise, and more than half of us still working remotely, we continue to adapt to help ensure the safety and health of our...