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Are Financial Advisors Still Relevant in a Digital World?

Take action today, no matter how small, to secure a better tomorrow. Your future self will thank you!


2024 Tax Planning Whitepaper

Curious where your tax dollars go or how tax filing might differ this year? Dive into our new tax planning whitepaper!


Behavioral Finance I, II, & II on Youtube

Join John Maher, CFA and CIO, as he takes a deep dive into the comprehensive topic of Behavioral Finance.


Six Important Financial Strategies for Your 20s and 30s

Personal finance goals look a little different when you’re in your 20s and 30s. Working with a financial professional may help get you out of debt faster, save for important goals, and give you a head start on retirement.

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Are Financial Advisors Still Relevant in a Digital World? (Whitepaper)

Are Financial Advisors Still Relevant in a Digital World? Here’s a guide to determining if you should work with a financial advisor.

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Behavioral Finance & Market Outcomes Ebook

Behavioral biases have a proven, negative effect on investor outcomes. We draw from the annual Dalbar Quantitative Analysis of Investor Behavior report in quantifying their effect on individuals’ portfolio returns, and explore both Cognitive and Emotional biases as well as discussions of specific behaviors common among investors.

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The Great Spending Balance

Explore some smart strategies to address with your financial professional—ensuring that you’re able to enjoy your life in the present, while still building a solid foundation for your future.

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2022 Tax Planning Whitepaper

Download our latest resource, designed to help you stay prepared for the upcoming 2022 tax season.

Estate Considerations for the LGBTQ Community

Five Estate Considerations for the LGBTQ+ Community

Members of the LGBTQ+ community face challenges in having their relationships being considered equal in the eyes of the government.


Secure Act Whitepaper

More than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy.