If you are feeling a little uneasy about market volatility or aren’t sure of the impact of policy changes on your portfolio, please take a listen to our latest webinar with Advisors Sherri Stephens, Jason Guenther, and Jessie Schlanderer. WATCH NOW BACK TO THE NEWSLETTER IMPORTANT DISCLOSURE INFORMATION *Please remember that past performance is …
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This month’s spotlight is on Tyler Stephens. Tyler is a Wealth Advisor. What are some of the things you like most about being a Wealth Advisor? I truly enjoy helping clients navigate their financial journey. The constantly changing environment presents opportunities to provide valuable support, and no two days are ever the same. I appreciate …
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Thank you to all the clients and community members who joined us in celebrating International Women’s Day at The Cork on March 10th. We had a blast engaging with long term clients and all the new women we met. The evening included: Amazing financial advice for women by women. We will share this advice on …
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This month’s spotlight is on Bernadette Rainear. Bernadette is a Senior Client Relationship Associate & 401(k) Program Manager. Can you explain what you do at the firm? What do you do in each key role (401(k) and Client Service) and what about it do you enjoy most? I have two primary areas of responsibility at …
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We are well into the year of Financial Planning and working with clients to gather the information needed to have a more complete, and therefore more accurate, financial plan. One area where clients generally struggle is in determining the amount they spend each month. For many clients we’ve met this year, the answer is I …
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Listen as Jill Carr, our Director of Financial Planning, provides an overview of various charitable giving vehicles and how they work. She highlights which options align best with specific financial goals or situations, along with key considerations for tax deductions, income beneficiaries, death benefits, and other important information. Click here to listen to Jill and …
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Review our 2025 Tax Filing Document Checklist, our tool can help ensure no detail is overlooked. As you prepare for tax season, this guide will help you gather the essential documents for each income source, deduction, and credit you’re eligible for—saving you time, stress, and money. Back to Newsletter: IMPORTANT DISCLOSURE INFORMATION *Please remember that …
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In our efforts to reduce the potential for fraud, we are introducing a procedural change for clients when changing your phone number or email address by phone. As you may know, our voices can now be easily replicated. They can also make it look like they are calling from your phone number. Thus, it is …
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Last year, the markets and US economy held up surprisingly well despite geopolitical tensions and stubborn inflation. The strength in the economy has been supported by a resilient consumer, healthy labor market, rising corporate profits and an accommodative Fed, lowering interest rates to support economic growth. The S&P 500 hit 57 new all-time highs throughout …
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What a time we’ve had in the Year of Estate Planning. It seems like just yesterday that we were putting the final touches on our plans. The year would not have been nearly as impactful without the strong engagement of clients. As an ode to the Year of Estate Planning, the following are some of …
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