In a year where the stock market’s “Magnificent Seven” have dominated returns, Mark Brinser explores their impact on portfolios and why diversification remains a crucial strategy for prudent investors.

By harnessing the power of time, consistency, and the snowball effect of earnings, compounding interest is the key to long-term investment growth.

Discover how the 529 account, with its tax advantages and new Secure Act 2.0 benefit, serves as a robust tool for families to save for education expenses while also providing a pathway to long-term retirement savings.

Mark Brinser and Lee Shertzer answer frequently asked questions about the TD Ameritrade and Charles Schwab merger

Direct Indexing combines aspects of owning both Individual Stocks and ETFs. Mark Brinser shares what you need to know about this strategy.

In search of higher rates of return, Zak Drescher explores alternative options to the traditional bank’s saving account.

In this edition of the Ask An Advisor Series, John Simkins answers frequently asked questions about Silicon Valley Bank’s closure.

Mark Brinser concludes his Alternative Investment series by discussing the types of private credit, its benefits, ways to invest in it, as well as important factors for investors to consider.

John Simkins shares his perspective on Silicon Valley Bank’s recent failure.

In this edition of his alternative investment article series, Mark Brinser shares his perspective on a popular alternative option: Real Estate