News and Commentary

When people picture retirement, they think of freedom. But what many don’t expect is how quickly their social world shrinks. In today’s video, we are going to talk about how retirement can be a rare opportunity to build a circle that fits who you are now.

With the ever increasing amount of influence from the twenty four hour news cycle and social media, there are a variety of viewpoints on how the media, in particular social media like Instagram, Tik Tok, and Facebook influences our society – both good and bad. But in this video, we want to discuss how social media can impact our money mindset.

With advances in technology and an increase in ne’er do wells on a global scale, it’s more important than ever to help protect your loved ones from financial abuse. In this video, we are going to discuss five ways you can help protect your loved ones from financial abuse.

As we move through the second quarter of 2026, we're taking a closer look at the economic and market trends shaping today's investment environment. In this update, we discuss inflation, interest rates, Federal Reserve policy, geopolitical developments, market volatility, and the factors we're watching as we navigate an increasingly uncertain landscape.

As we begin 2026, we're taking a look at the economic and market trends that may shape the year ahead. In this update, we share our perspective on inflation, Federal Reserve policy, interest rates, economic growth, corporate earnings, and the factors we're monitoring as we navigate an environment that continues to be resilient despite ongoing uncertainty.

As we head into the final months of 2025, we're sharing our perspective on the economic and market trends we're watching most closely. In this update, we discuss inflation, interest rates, Federal Reserve policy, labor market conditions, corporate earnings, and the factors we believe may influence the economy and financial markets as we move toward 2026.