Ep 43 – Steps to Take After The Equifax Breach
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Interest remains high of how to protect yourself after the Equifax Credit…
Blog
Mike Eklund Obtains Advanced College Planning Designation
The college funding process is one of the most important financial decisions a parent will make for their child. It is also an area I particularly enjoy learning about. Therefore,…
What Is Your Investment Strategy?
As one individual once told me, their investment portfolio is like an untended garden. An interesting, but accurate analogy. Without enough water and care the plants/flowers in the garden will…
Ep 42 – How To Navigate Open Enrollment
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. For many the open enrollment period is just another email you quickly…
How to Pick The Best Retirement Plan for Your Small Business, Ep# 41
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Picking out a small business retirement plan can be daunting. This is…
What to Do About the Equifax Security Breach
While most of us were watching the path of Hurricane Irma, another big news story surfaced last week. Equifax, who most of us use to run annual credit reports, was…
Employee Spotlight-Graham Hawes
Graham Hawes recently joined us full-time as our newest Research and Data Analyst after completing our internship program. Processing and interpreting data is at the core of our investment management.…
Make these Financial Moves in Your 40s – Ep# 40
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Once you hit your 40s, it becomes more important than ever to…
Employee Spotlight-Colton Tickle
Colton recently joined us full-time as our newest Client Service Associate after completing our internship program. Colton works directly with our clients, assisting them with account maintenance, including onboarding them…
Teaching Your Kids About Money
What is one of the best gifts you can give your children? No, it is not the latest toy or electronic gadget, it’s teaching them sound personal finance skills. As…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.