Client reviews are important to making sure you are on track to achieving your financial goals. In this blog, Advisor Carrie Sigler lists the information we ask clients to bring to their reviews to make sure they are the best meetings they can be!
Paying off your children's student loan debts may help set them up for success, but is it the right decision for you? Here are some things to consider first.
You often hear that the US dollar is the world's reserve currency. How did it get to be this way? In our latest post, CEO Michael Congdon shares some of the complicated history how the US Dollar came to be the world's reserve currency.
This article covers five quick tips to stay secure on the Internet for National Internet Safety Month.
Equity markets have been in turmoil recently. In this article, Founder Mark Congdon explains the relationship between P/E ratios, stock prices, and interest rates and why corporate earnings will likely be the key to determining what happens next for the markets.
Talking about personal finances with your family can naturally be uncomfortable. In this article, financial advisor Carrie Sigler explains why it is important to have these discussions anyways.