News and Commentary

7 Year-End Strategies for Retirement Savers By Kathleen Marteney, CRPC®


Posted on November 10, 2022 by Kathleen Marteney

Relatable Finance Podcast Episode 113: Pursuit of Happiness


Posted on November 08, 2022 by

Relatable Finance Podcast Epsiode 112: Impact of Fed Rate Hikes on the Global Economy


Posted on October 25, 2022 by

Investing is no Place for Emotions and Knee-Jerk Reactions By Scott Montgomery, CLU, ChFC


Posted on October 20, 2022 by Scott Montgomery

Minimizing Exposure to the Dreaded Death Tax By Ryan Whiteman


Posted on October 12, 2022 by Ryan Whiteman

The Reality of Investing: A Look into Behavioral Finance By Shane Phillips, CFA, CAIA, CFP ®


Posted on October 04, 2022 by Shane Phillips

Relatable Finance Podcast Episode 110: Thoughts Around the Midterm Election


Posted on September 27, 2022

ABLE Accounts Offer Tax-Free Savings Options for Persons with Disabilities By Lee F. Hediger


Posted on September 14, 2022 by Lee Hediger

Relatable Finance Podcast Episode 109: Expectations versus Reality


Posted on September 13, 2022 by

Don’t Forget Your Pets in Your Estate Plan By Robert Mark Weiss, CFA


Posted on September 07, 2022 by

How Does the Inflation Reduction Act Impact Consumers? By Scott Montgomery


Posted on September 01, 2022 by Scott Montgomery