News and Commentary
Two for Twenty Podcast
Episode 17 - Understanding Insurance
Listen in to this quarter's podcast with Scott Phelan and Todd Shambo with State Farm as they discuss insurance.
Episode 16 - Venture Capital
Listen in to this quarter's 2 for 20 podcast with Scott Phelan and Mike Dowdle as they discuss Venture Capital.
Episode 15 – Update with Chris Marinac
Listen in to this quarter's podcast with Scott Phelan, Kevin Myers, and Chris Marinac, Director of Research at Janney as they discuss the current markets.
Monday Morning Outlook
Mirror-Image Quarters and Iran - June 23, 2025
Read this week's Monday Morning Outlook provided by First Trust.
Dueling Economies - July 16, 2025
Read this week's Monday Morning Outlook provided by First Trust.
Thoughts On Inflation - June 9, 2025
Read this week's Monday Morning Outlook, provided by First Trust, below.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
