News and Commentary

Founding Members

News Photo

We have dedicated this page to our dear friend and former colleague, Joe Watson.

News Photo

We have dedicated this page in memory of our dear friend and colleague, Gary Rooth.

Frequently Asked Questions

News Photo

We have listed just a few of our most commonly asked questions. If you have a question that is not found here or have a question on the answers included, please don't hesitate to contact us directly. Absolutely all questions are welcome!

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

April 01, 2026

Recent Update Photo

Understanding Trump Accounts: The New Way to Save for Kids

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.

March 03, 2026

Recent Update Photo

Retirement Planning for Women

Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.

February 02, 2026

Recent Update Photo

How You Can Leave More to Your Heirs, Minimize Taxes

Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?