Recent Posts

Christopher Arends, CFA®, CMT®, CAIA® , Chief Investment Officer
Trump’s Proposed Tariffs: Economic Weapon or Unintended Consequences?
02.14.25
Explore the potential impacts of Trump's proposed second-term tariffs. Will they protect U.S. industries or lead to higher prices and trade conflicts? Learn how tariffs affect jobs, inflation, and global trade in this in-depth analysis.
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Christina Shockley, JD, CFP®
Love Your Financial Future: A Valentine’s Day Guide to Aligning Your Goals
02.14.25
Valentine’s Day isn’t just about flowers, chocolates, and dinner reservations—it’s about celebrating love and partnership. This year, why not take the opportunity to strengthen your bond by aligning your financial goals as a couple? Financial planning may not sound romantic, but building a shared vision for the future is one of the most meaningful ways to show your love and commitment.
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Micah Alsobrook, CPFA®, MBA
Unlocking the Power of 401(k)s: How Better Benefits Drive Employee Success
02.05.25
Discover how optimizing your 401(k) plan can enhance employee retention, engagement, and financial wellness.
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