Blog and Podcast

Smarter Ways To Financially Help Your Children & Grandchildren

Have you thought about helping your family financially? Saving for your grandchild’s education or gifting money to your adult child to buy their first home? So, what are smarter ways to save for or gift to your family without inhibiting responsible financial behavior? Continue reading

How Risky of An Investor Are You?

In this episode, Tyler Emrick, CFA®, CFP®, takes a deep dive into the world of risk. Is filling out a simple questionnaire sufficient? How about telling your advisor, “I’m moderately conservative?” Don’t these seem fuzzy at best? Continue reading

Maximize Your Retirement Savings with 401(k) Plans

When preparing for retirement, one of the most valuable tools at your disposal is a 401(k) plan. These employer-sponsored retirement accounts offer many benefits, including tax advantages and the potential for employer-matching contributions. However, to make the most of your … Continue reading

What Do Clients Value Most in A Financial Advisor?

Have you thought of hiring a financial advisor but haven’t done so? Perhaps you are a bit unsure of what you will get from an advisory relationship? Hear Tyler Emrick, CFA®, CFP® discuss what clients say is most important to them. Continue reading

Investment Strategies for Long-Term Wealth Growth

When it comes to building and growing wealth over time, a focus on long-term investment strategies is crucial. While it may be tempting to seek quick profits through short-term trading, there are many advantages to a long-term perspective. Here's why … Continue reading

How to Plan for RMDs (Required Minimum Distributions)

In this podcast, hear Tyler Emrick, CFA®, CFP®, delve into the often misunderstood world of Required Minimum Dis-tributions (RMDs). Join us as we uncover the essential strategies and tips to help you navigate RMDs and make informed decisions for a secure and fulfilling retirement. Continue reading

Goals for Financial Success In 2024

Each year, about two-thirds of Americans plan on making a financial-related New Year’s resolution for the year ahead, with just over 80% of them bailing on that resolution before January ends.  Don’t bail on your financial resolution! Continue reading

The Curious Case of 2023: Markets In Review

It was a year that defied expectations by many accounts. Most forecasts predicted that the US economy would enter a recession in 2023 as the Federal Reserve raised interest rates to fight high inflation. But the economy remained resilient, inflation … Continue reading