Blog

How to Plan Around Inflation

June 30, 2022

Does your plan properly account for inflation, now and in the future? Where is the stock market headed? Let’s talk about the things you need to be thinking about right now in your financial plan.

Teaching Kids About Financial Literacy

June 23, 2022

How can you instill wise financial decisions at a young age? Brian shares his favorite financial app for kids and teens and how these healthy habits can pay off in the long-run.

Protecting Your Capital

June 16, 2022

What options do you have when it comes to protecting your assets and investments? Brian discusses our current economy and shares what some of his clients have been doing about it.

Making Good Decisions About Risk and Retirement

June 2, 2022

How do you know what strategy is best for you when it comes to risk and retirement? Brian shares some of what he advises clients when it comes to their portfolios.

Inflation and the Stock Market

May 26, 2022

In the news, we’re hearing a lot about inflation and the stock market. What do you need to watch out for and what does Brian have to say about it?

Are We Headed Toward a Recession?

May 19, 2022

Do all signs point toward recession? If so, what do we do about it? Brian shares his take on what’s ahead.