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.
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 29, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.
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?”
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
