Join Us October 20th for a Special Education Event!

Uncertainty is unavoidable. It's all in how you react to it. In this educational conversation, we'll talk with David Booth and Senator Bill Bradley about adapting and controlling what you can -- hearing personal stories about facing challenges and strategies they've developed to help make better decisions.

June 21, 2021 Financial Perspectives

As investors we are bombarded with continuous news on the stock market and bonds. We think it can be helpful to take a step back and ask the question: are the indexes on the financial media a proper point of reference for you?

June 22, 2020 Financial Perspectives

0:45 - News: June 15th – June 19th, 2020
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs

Retirement is Just the Start!

We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.

Round Two: Stimulus Aid Arrives

The aid package was just one part of a larger funding bill, and it contained many provisions, most notably an additional round of direct payments to Americans.