In this month's Financial Pulse, Drew and Mike discuss: Why tech stocks and AI are top of mind right now. Why international and small-cap investments still matter. What is really going on behind the headlines. How to organize old accounts,…
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…
In this video, Alec & Roger review common mistakes people make regarding their 401(k).
In this video, Alec & Peter discuss the benefits of taking social security early vs. delaying taking social security.
In this video, Alec & Jackson discuss what to be planning for if you intend to retire next year.
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.
By Madison Bennett, CFP®, CFT-I™ As the year winds down, most people think about holiday plans, travel, and preparing for the new year. But there’s an often-overlooked opportunity hiding in plain sight—a year-end financial clean-up can streamline your life, save…