Our Videos

May 2022 Market Recap

This month, let's take a look at the impact of the markets, the many fun things May has in-store for us, and of course… barbeque!

Personal Trainer

Like a personal trainer, our team is going to understand that different factors and goals that makes you who you are, and we will strive to formulate a financial strategy specifically for you.

Your Dream Retirement

If you want to unlock your dream retirement, it starts by the decisions you make today.

September 2021 Market Recap

As we inch closer to autumn, our latest recap takes a look at China's crackdown of certain businesses and the housing market as it trends upward.

Reviewing Your Plan

A good friend of mine jokes with me that I have the next five years of my life planned out to the mint. It makes me sleep better knowing I have a map for tomorrow. But what happens when things don't go according to plan?

August 2021 Market Recap

Summer is moving right along and we are now into August. Hard to believe how fast it goes. This month, we're talking about inflation, the Delta variant, and the rebounding economy.

July 2021 Market Recap

It's hard to believe that it is already July. In this month's recap, we discuss increasing company stock prices, interest rates, inflation, and asset purchases, as well as job growth.

June 2021 Market Recap

Summer is definitely in the air, and our team hopes you're able to get outside and enjoy it. This month we are discussing rising inflation and market performance.

May 2021 Market Recap

As we are walking into May, we would like to take a moment to thank all of those who have given so much to protect this great country as we observe National Military Appreciation Month. In addition, here are some things we feel are important to look at this month.