Retirement Plan Best Practices

In this short video, learn about the three major benefits of contributing to your retirement plan. Do you know how much you should be saving?

Creating a Financially Organized Life

Cash Management
Financial organization is a cornerstone of a healthy financial life.

Market Update: Fourth Quarter 2020

Market Commentary
Investors enjoyed a stunning quarter in global stock markets. The S&P 500 added 12%, finishing the year up over 18%. Small cap stocks entered the quarter with negative returns on the year, but increased a stunning 31% in Q4.

2020 End of the Year Letter

Market Commentary
First and foremost, our thoughts and prayers are with you and your loved ones during these uncertain times. 2020 was a challenging year and we continue to monitor the ever-changing dynamics in our industry, the markets, the economy and our country.

7 Financial Resolutions to Get You Started in 2021

You won’t know where your money is going until you track your expenses. You might be surprised how much you spend on various items. You’ll also find ways to reduce some expenditures. That puts and keeps money in your pocket.