Resources

Want to get some insight on current market conditions? Need some general financial advice? Explore the following resources for helpful info that can shed light on your financial planning needs. However, remember that financial planning is a unique process for everyone. Our financial advisors are ready to offer the tailored guidance and investment solutions you need to manage your wealth.

Quarterly Market Update July 2025

Market Update— July 2025 Presented by Chrissy Frey Markets stay strong to close out quarter June was another good month for investors, continuing the upward

The Independent Market Observer February 2024

Most people know Yogi Berra as the Hall of Fame catcher and 10-time World Series champion with the New York Yankees. Many also know him

A CRASH COURSE IN 529 PLANS AND THEIR IMPACT ON FINANCIAL AID

Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you understand how to take full advantage

ESTATE PLANNING FOR LGBTQ+ MARRIED COUPLES

On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and must recognize same-sex

UNSURE WHEN TO CLAIM SOCIAL SECURITY? TIMING HAS ITS BENEFITS

For many Americans, social security benefits make up a significant portion of retirement income. When it comes to how much you will receive, you may

DOES YOUR CREDIT NEED REPAIRING?

Many people had their financial plans derailed in 2020. You or a spouse may have lost a job or been hit with unexpected expenses for

Read our essential guide to hiring a financial planner!

There are many things that financial planners can do for you. It’s best for you to know exactly what to expect. For example, some people assume that brokers do the same thing as financial advisors (they don’t!).