The official report on the solvency of the major banks in the U.S. was just released. In this episode we talk about why this is important and what the results might mean for you.

In this episode we talk about TD Ameritrade - Schwab merger and what it means for you and your investments.

In this episode we go over where the markets are at, where they may be headed and how it may affect you.

In this episode we talk about the Tilt Portfolio. We explain what it is and how it works.

In this podcast episode, we explore the importance of working with a financial services professional, shedding light on the invaluable role they play in guiding individuals through intricate financial terrain, offering tailored expertise, unbiased recommendations, and empowering individuals to make informed decisions to attain their long-term goals. Tune in as we uncover the advantages of collaborating with a financial services professional and how their strategic insights can pave the path to financial well-being and success.

In this episode we look at the debt ceiling debate and how it might affect your finances.

Troy McCrady from Gradient Annuity Brokerage joins the show to go over what annuities are and what their benefits can be especially in a volatile market.

In this episode we talk about about looking ahead to help minimize your tax burden.

Join us as we welcome special guest Jay Guerin, the President of Gradient Insurance Brokerage, to talk about insurance and enhanced planning.

In this episode we look at where we finished financially for the first quarter and what it means for the future.