Enhance Today | Enrich Tomorrow
The college funding process is one of the most important financial decisions a parent will make for their child. It is also an area I particularly enjoy learning about. Therefore, to improve my knowledge of the topic and provide better…
As one individual once told me, their investment portfolio is like an untended garden. An interesting, but accurate analogy. Without enough water and care the plants/flowers in the garden will never grow. The same can be said about your investment…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. For many the open enrollment period is just another email you quickly delete thinking nothing has really changed since last year. But…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Picking out a small business retirement plan can be daunting. This is why we see many small business owners, or those with…
While most of us were watching the path of Hurricane Irma, another big news story surfaced last week. Equifax, who most of us use to run annual credit reports, was victim to a cybersecurity incident potentially impacting 143 million Americans. …
Graham Hawes recently joined us full-time as our newest Research and Data Analyst after completing our internship program. Processing and interpreting data is at the core of our investment management. It takes someone with attention to detail and the ability…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Once you hit your 40s, it becomes more important than ever to evaluate your financial plan and fill in any gaps in…
Colton recently joined us full-time as our newest Client Service Associate after completing our internship program. Colton works directly with our clients, assisting them with account maintenance, including onboarding them to our Continuous Service and assisting our Advisors with financial…
What is one of the best gifts you can give your children? No, it is not the latest toy or electronic gadget, it’s teaching them sound personal finance skills. As a father of four kids, this is a gift I…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. It doesn’t get much more stressful than preparing your child for college. From the testing and forms to the outrageous tuition prices,…
