Welcome to Our Blog!
Subscribe to receive insights from our team—delivered to your inbox once a month.
April Market Commentary
“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it all keeps spinning, spinning ‘round and ‘round and upside down”- Upside Down by Jack Johnson (2006) In thinking about the investment markets over the last month and for the first quarter of 2025, this song, Upside Down by...
Featured Picks
3 Quick Tips on How to Manage Your Money
31 Days of Financial Wellness
You hear a lot about the value of keeping physically fit, but do you keep your money in shape too? Financial wellness...
Browse by category
Select a category to see more related content
All Articles
What happens to your retirement plan when you change jobs?
So, you landed the new job, you’re excited, going through all the job-related changes, getting up to speed, and more –...
TRS-Care, Medicare and TRS Annuity Options
Thanks everybody for joining today. We're gonna discuss some TRS options Healthcare and other insurance and...
Do you know what a financial advisor is responsible for?
Financial advisors work to understand your unique situation and create recommendations centered around financial...
The Most Common Budgeting Mistakes
While it’s easy to envision a budget, it can be very difficult to actually stick to it and carry out your plan. Here...
Create a personalized comprehensive retirement plan
You were looking forward to your retirement. When that day comes, you hope you've saved enough money to cover your...
Credit is a Powerful Financial Tool – Use it to Your Advantage
How do I pick a financial planner for retirement?
Consider asking your financial planner how they get paid and if they are a fiduciary. Then meet with them to discuss...
Inflation: What’s Next?
Inflation is on a tear, notching the fastest 12-month increase in almost 40 years. From November 2020 to November...
What are the benefits of hiring a financial advisor?
Financial advisors meet with you to understand your current situation and goals. They analyze your assets, income, and...