We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
Episode 41: How to Set Goals (You’re Already Succeeding)
Doing the “right things” isn’t always enough. In this episode we talk about how defining what you want matters for how to set goals.
Target Date Funds Explained! [Video]
In this video, target date funds are explained, we share the pros and cons of using this strategy, and how age based funds work.
Episode 40: Target Date Funds: Are They the Right Choice?
In this episode, we explain what these are, their pros and cons, and when the might be an important piece of your strategy.
Why We Invest In Stocks, Bonds, and Cash [Video]
In this video we break down why our investment management focuses on asset allocations of stocks, bonds, and cash.
Episode 39: Investing Across Your Lifetime
In this episode, we talk about how to succeed at investing across your lifetime by breaking down jargon like diversification and allocation.
How to Find College Scholarships [Video]
In this video, we break down how to find college scholarships for athletics, academics, geography, merit, and more!
The Quarterly Advisor: First Quarter 2024
The Quarterly Advisor: First Quarter 2024 | Meet the CEO | Navigating Economic Paradoxes | The College Funding Challenge
Episode 38: Helping Kids Make College Choices with Nate Bargar
In this episode Nate Bargar a post-secondary counselor, joins us to discuss how to help high schoolers think through their college choices.
How to Protect Yourself from Online Scams [Video]
In this video, we share practical steps you can take to protect your information, and your finances, from online scams
Podcast Episode 37: How to Spot Scams and Avoid Financial Fraud
In this episode we want teach you how to spot scams by understanding common tactics, red flags, and what you can do to avoid them.
Navigating Economic Paradoxes
Stock markets and the economy face high levels of uncertainty in 2024. Many economic indicators seem to contradict each other, such as strong economic data just as markets price in aggressive policy easing by the Federal Reserve. We review the key indicators we’re watching closely to help us navigate these economic paradoxes.
Podcast Episode 36: How to Set Your Kids Up For Success
In this episode, we interview Anna Lewis as she shares the opportunities her parents gave her and how they shaped who she became.
