The Role of Financial Advisors in NIL Deals
The landscape of college athletics has undergone an unprecedented shift with the introduction of Name, Image, and Likeness (NIL) deals. In 2021, the NCAA lifted its long-standing ban on student...
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January Market Update: Fed vs Inflation
With so much happening courtesy of the Fed's change in tone, it is the perfect time to update you on the final month of 2024 as we begin the new year... Major U.S. equity...
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Bryce Edmister Earns Prestigious CFP® Designation
We are pleased to announce that team member Bryce Edmister has officially earned the Certified Financial Planner (CFP®) designation! This esteemed certification is a testament to his dedication,...
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When Should I Start My Social Security?
When should I start taking my Social Security? What’s not to like about Social Security? It promises an income for life, automatic adjustments for cost of living, and...
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What Does It Mean to Be a Fiduciary? Understanding Fiduciary Responsibility in Financial Services
The term "fiduciary" is often used in the financial services industry, but what does it truly mean? Understanding fiduciary responsibility is essential for individuals seeking financial advice and...
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Comparing This Interest Rate Environment to the 70s and 80s: A Historical Perspective
The current interest rate environment has sparked comparisons to the economic conditions of the 1970s and 1980s. Understanding the similarities and differences between these periods can provide...
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Markets During Election Years: Navigating Volatility and Opportunities
Election years often bring a unique set of challenges and opportunities for investors. The uncertainty surrounding political outcomes can lead to increased market volatility, which may either...
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Mutual Funds: Why They’re Not a Good Choice for Most High Net Worth Investors
Mutual funds have long been a popular investment vehicle for individual investors seeking diversification and professional management. However, for high net worth investors, mutual funds may not be...
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