News + Insights

Check out our latest articles on financial and tax planning, investment strategy, and estate topics impacting your wealth building journey

Company News

October 12, 2026

Celebrating Ella Rogers, CFP®, Our Newest Advisor

Podcast

October 6, 2026

Scams Criminals Use to Target Your Money and How to Stay Safe, Ep #265

Company News

September 28, 2026

Twenty-Five Years of Choosing Each Other

Podcast

September 21, 2026

Five Overlooked Dangers That Could Undermine Your Financial Foundation, Ep #264

Take Charge of your Finances

September 14, 2026

What to Know Before Withdrawing Money from a Brokerage Account

Market Outlook

September 8, 2026

When Safety Becomes a Risk

Take Charge of your Finances

August 31, 2026

Should You Pay Off Your Mortgage Early?

Take Charge of your Finances

August 24, 2026

Why Roth Conversions Require Detailed Planning

Podcast

August 18, 2026

How Everyday Money Choices Impact Your Retirement and Wealth, Ep #262

Take Charge of your Finances

August 10, 2026

Why We Don’t Manage Partial Portfolios

Market Outlook

August 5, 2026

Markets in Focus: Q2 2026 Market Update

Take Charge of your Finances

August 3, 2026

What Happens If You Overcontribute to Your HSA?

Company News

July 27, 2026

Grace Kvantas Obtains the Retirement Management Advisor (RMA®) Certification

Podcast

July 20, 2026

5 Retirement Misconceptions That Could Derail Your Plan, Ep #261

Take Charge of your Finances

July 13, 2026

What I Wish I Knew About Money as a Teen: Taxes 101

Company News

July 6, 2026

Summer Milestones, Strong Teams, and the Long Haul