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Latest Episodes
Why Is the Market Up?
June 22, 2020The market ended up positive for the week. Find out the reasons why in this week’s market recap.
Can You Retire Early?
June 15, 2020Are you hoping to retire sooner rather than later? Find out 5 things to do before you retire so can live the life you want to!
Using Multiple Financial Advisors
June 15, 2020Is it a good idea to spread your money around to different financial managers?
Why did the Markets See Volatility?
June 13, 2020Volatility continues in the major indexes in the past week. How will the Coronavirus continue to shape the economy? What is the Fed saying about the current state of events? Find out in this week’s market recap.
Big Corporations Blocking Investment Advice
June 10, 2020Do you work for a big corporation such as Oracle, Lockheed, or Intel? People say that you can’t get investment advice for your retirement account. Find out the truth in this week’s “They Say” segment.
Protect Your Information!
Listen to this six-minute “minicast” for tips to help protect your personal information and financial data:
Let’s Strengthen Your Financial Future Together
Your goals are important to us. If you’d like to learn more about your financial options, you’re welcome to speak with our team or join one of our educational workshops.
Or give us a call at 888.588.5818