Financial Pulse – April 2026
In this month's Financial Pulse, Drew and Mike discuss: Why current markets are looking past the headlines to price in what is next Why corrections can be a good time to deploy extra cash A quick look at why the…
Financial Pulse – March 2026
In this month's Financial Pulse, Drew and Mike discuss: Why tech stocks and AI are top of mind right now. Â Why international and small-cap investments still matter. What is really going on behind the headlines. How to organize old accounts,…
Financial Pulse – February 2026
In this month's Financial Pulse, Drew and Mike discuss: Why international markets have been leading recently and what a softer U.S. dollar can mean for both competitiveness and import costs. A quick reality check on the dollar’s move in context…
The 401 (k) Mistake Everyone Makes
In this video, Alec & Roger review common mistakes people make regarding their 401(k).
Why Claiming Social Security at the Wrong Time Can Ruin Retirement
In this video, Alec & Peter discuss the benefits of taking social security early vs. delaying taking social security.
How to Be Retirement Ready by 2026
In this video, Alec & Jackson discuss what to be planning for if you intend to retire next year.
The Beach House Decision That Reminded Me Why I Became a Financial Advisor
Roger shares a powerful story of the moment he was reminded why financial planning is about so much more than your account balance; it's about the life you want to live.