News and Commentary

It is Time for a Mid-Year Financial Checkup UPDATED 2019 by Scott Montgomery, CLU, ChFC


Posted on August 21, 2019 by Scott Montgomery

Women Must Take Responsibility, Plan Early for Financial Independence in Retirement by Olga Ismail, AIF


Posted on August 13, 2019 by Olga Ismail

Relatable Finance Episode 25 – What China Means for the US Economy


Posted on August 06, 2019 by Joseph Karl

Best Interest Rule Falls Short of Protecting Investors Best Interests by Todd A. Moll, CFP, CFA


Posted on July 18, 2019 by Todd Moll

Joining an Independent Broker-Dealer Can Strengthen Financial Advisors’ Capabilities, Help to Improve Client Services by Eric Zeitlin


Posted on July 10, 2019 by Eric Zeitlin

Relatable Finance Episode 23 – Gambling vs Investing


Posted on July 09, 2019 by Joseph Karl

Relatable Finance Episode 22 – Cannabis Investing


Posted on June 25, 2019 by Shane Phillips