Mark Brinser and Lee Shertzer answer frequently asked questions about the TD Ameritrade and Charles Schwab merger
Meet Cael Brandt, our summer 2023 financial planning intern, and see how he will be helping our team’s efforts.
Being Aware of Financial Abuse
May 26, 2023
Understanding and Identifying Financial Abuse: a lesser-known, yet devasting form of abuse.
The “Stuff-ification” of America
May 11, 2023
Thomas Talbott provides practical action steps for individuals to declutter and simplify their lives.
Direct Indexing: Investing’s Latest “Trend”
May 4, 2023
Direct Indexing combines aspects of owning both Individual Stocks and ETFs. Mark Brinser shares what you need to know about this strategy.
Alternatives to Your Traditional Savings
April 27, 2023
In search of higher rates of return, Zak Drescher explores alternative options to the traditional bank’s saving account.
By aligning personal values, priorities, and life goals with financial objectives. Financial Life Planning helps individuals achieve greater financial security, independence, and success while also providing lifelong purpose and fulfillment.
Ask An Advisor Series – Is My Bank Account Safe?
April 5, 2023
In this edition of the Ask An Advisor Series, John Simkins answers frequently asked questions about Silicon Valley Bank’s closure.
Private Credit – Alternative Asset Series Part 4
March 29, 2023
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.
Can You Trust the “Experts?”
March 20, 2023
Thomas Talbott considers the reliability of an expert opinion by comparing expert predictions to collective intelligence throughout history, then shares four action steps you can use when evaluating financial and investing advice.