This special edition of Video Insight is dedicated to answering the question "Is my account safe"? We have received many calls with folks asking this question in the days since the Equifax data breach.
Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD, the improving global economy, specific sectors that are experiencing growth, and tailwinds for U.S. investors investing in foreign marke...
Buying a car can be a big financial decision, particularly during retirement. Some questions that typically come to mind include: How much should I spend? Should I finance a car? Where should I pull the money from if I don’t use a finance option?
TRUMPONOMICS is a non-political biased presentation that dives into the economic implications of many of President Trump's policy agenda items. Interestingly, the approach that is woven into many of these policy ideas may change the landscape of American economics. This...
Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD, the improving global economy, interesting inflation data, and the impact of political headlines on the markets..
The financial media is completely focused on the Dow reaching 20,000, an all-time high. It's important for investors to realize that while seeing the Dow hit 20,000 for the first time will be a psychological milestone, it's really not that significant.
Watch as Lyn and Justin discuss the Q1 Market Update. A few key themes discussed are the U.S. Stock Market moving into record territory, the Energy Industry's contribution to earnings, and the potential economic impact of some of the proposed political policies.