Reflecting on a recent mountain biking trip, Mark Brinser identifies three helpful parallels between mountain biking and investing
John Simkins sits down with Conrad Kanagy to explore retirement and shares his expertise as a financial advisor on Conrad’s podcast: Growing OId at Mid-Life–Discovering Hope, Health, and Wholeness.
Lee Shertzer shares a helpful tool for parents to teach their children valuable lessons about money management
In the conclusion to his Grinch series on inflation, Thomas Talbott provides an insightful outlook on inflation and covers the events that brought us here
Teaching children valuable lessons about money today will positively impact them for the rest of their lives
With Series I Bonds currently paying 9.62%, Mark Brinser discusses several aspects to consider with this investment option.
Reflecting on his son’s recent wedding, Lee Shertzer makes a parallel between wedding planners and financial advisors
Leanne Fee explores a new perspective on the life lessons that can be learned by experiencing regret in your life
Meet Aedan Wilkinson, our summer 2022 financial planning intern, and see how he will be helping our team’s efforts.
Tax Planning is important even after you finish working. John Simkins outlines helpful strategies to consider in retirement.
