In Podcast
Is Your Financial Advisor Doing This?
by Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial ... Read more
by In Podcast
Market Update: Coronavirus and Its Impact
by Should you get caught up in the fear and uncertainty when it comes to the Coronavirus? What kind of impact could it have on you and your financial plan? Let’s ... Read more
In Podcast
Do You Know What Fees and Commissions You’re Paying?
by Have you ever wondered why some advisors get paid in fees while others take commissions from your investments? Today we’ll explain the difference, what you should consider, and why your ... Read more
In Podcast
Why a Portfolio is Not a Plan
by How effective is a portfolio that isn’t working in conjunction with a plan? If you’re just looking at the numbers in your accounts but not considering how that’s complimenting the ... Read more