News and Commentary
Financial Management 101
Establishing Clear Financial Goals
Hear from Dougie on the importance of establishing clear financial goals.
Establishing a Budget
In this video, Dougie explains why creating a budget is so important from a young age and provides some guidance on how to do so.
Establishing a Financial Safety Net
In this video, Dougie explains the importance of creating an emergency fund to be prepared for unexpected emergencies. This is a great habit for young adults to build in their early financial years.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 27, 2025
Teeing Up your Finances
Welcome to Teeing Up your Finances: Doug Jr's excited to share some lessons learned from his time on the links. We hope this video will not only lower your handicap but also help you become a more prudent steward of your wealth!
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
