Our partner, Jason Farris, recently opened a bank account for his four-year-old son. This opened a few questions like how should it be titled? Jason discusses a few items to consider before opening a bank account.
Posts Categorized: News
2019 Q1 Investment Report
2018 was a very volatile year. Quarter 1 has nicely rebounded. Our chief investment officer explains why investors cannot simply extrapolate market movements from day-to-day or even month-to-month. These are extraordinary returns for a short three-month investment horizon, and one should not expect these returns to continue at this pace.
How We Incorporate Financial Literacy Into Our Lives
Happy Financial Literacy Month; April is the time to reflect on personal finances, strategies to improve our financial literacy, and celebrate past successes. Our advisors reflect on how they incorporate financial literacy in their lives.
Champions For Learning: Q&A With Charlie Kerwood
Charlie Kerwood was recently honored at The 5th Annual Night of Champions event for being a community leader in making life-changing learning experiences for students. Our Brand Manager interviewed Charlie after the event and asked him a few questions about the organization and his passion behind volunteering.
Economic Impact of the Government Shutdown
As we pass the 30-day mark of the government shutdown. Our CIO, Jason Eliason, discusses how the overall economy may be impacted.