Market Downturns: Uncomfortable But Not Uncommon
Market Downturns are uncomfortable, but they are not uncommon. Learn more in our May newsletter!
Killing Lincoln
By Bill O'Reilly
The Stranger In The Lifeboat
By Mitch Albom
Ukraine and Market Volatility
In uncertain times, our highest priority is helping our clients keep emotions out of investing and ensuring you remain focused on your long-term financial goals.
Q1 2022 Economic Update
Q1 2022 Economic Update April Newsletter
April 2022 Economic Update Webinar
What comes next? This year has brought us conflict in Europe, heightened inflation fears, & new Federal Reserve policy. Listen and learn more!
The Greatest Salesman In The World
By Og Mandino
The First Wave
By Alex Kershaw
Proactive Retirement Strategies Using The SECURE Act
Learn how you may be able to use the SECURE Act to form a proactive tax strategy for your retirement!
Wallet Watch - March 2022 Segment
Chris is featured on the Raw Naked Truth Podcast
The Fed Has an Eye on Ukraine
As global energy prices fluctuate and the Fed ponders its next move, concerned investors have questions.
Operation Vengeance
By Dan Hampton
Blindspot: Hidden Biases of Good People
By Mahzarin Banaji & Anthony Greenwald
2022 Q1 Tax Report
Read this newsletter for helpful information for filing 2021 income taxes and proactive tax planning for 2022
The Greatest Beer Run Ever
By John "Chick" Donohue
Your 2022 Tax Filing Season To-Do List
The tax season is officially here. If you haven't already, now is the time to get prepared.
Q4 2021 Economic Update
Q4 2021 Economic Update January Newsletter
Welcome To 2022
January 2022
Wallet Watch - Year In Review
Chris is featured on the Raw Naked Truth Podcast
Stay Hungry
By Sebastian Maniscalco