Video Highlights
- Educating clients on their financial matters is foundational to our firm
- The Association of Financial Educators, or "AFE", gives
Video Highlights
- Reason for long-term optimism and short-term caution
- The long-term trend remains intact and sloping upward, but we could see a
Nobel Prize-winning psychologist Daniel Kahneman demonstrated this with his loss aversion theory, showing that people feel the pain of losing money more than
For young families, the immediate cost of raising a child can be testing financially. Just when you thought you were in the clear from student loan repayments
Has a dog or cat grabbed hold of your heart? It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
By Matt Ahrens, CIMA® and Scott Schaeffer
Qualified Charitable Distributions
A Qualified Charitable Distribution, or “QCD” is a direct transfer of funds
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
