20 Years of Flourishing Through Service For two decades, we’ve been guided by a simple belief: when people flourish, they give back. What began in 2006 with Paul’s vision to create a more comprehensive and values-driven financial firm has grown into a nationwide family of companies serving thousands of families, businesses, and communities. Along the … Continued
Cybersecurity Awareness Month reminds us to stay vigilant. Learn how to recognize phishing, deepfake scams, and protect your personal financial data.
October is Fire Safety Month. Discover how fire drills, document protection, and the FIRE movement intersect to protect your family and safeguard your financial future.
The U.S. government officially entered a shutdown as of October 1. While the headlines may sound unsettling, history shows shutdowns are more noise than signal for long-term investors. Learn what this means for the economy, interest rates, and your portfolio.
US Markets Push Higher as Fed Cut Bets Build, with the Dow, S&P, and Nasdaq gaining while small caps lead. Investors eye tariffs, earnings, and Powell’s Jackson Hole speech.
Nvidia and Apple fuel a record tech rally as the Nasdaq hits new highs and the S&P 500 nears a record. Strong earnings, policy boosts, and investor momentum drive markets forward.
A recent executive order directs regulators to expand options in 401(k) plans to include alternative investments.
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