You & Your Money

Dive into the latest economic buzz! This quick video unpacks the Fed's take on inflation, soaring company earnings, and skyrocketing market highs. But what does it all mean for your wallet? Get the scoop on smart investing strategies that'll help you ride out election jitters and global hiccups. Whether you're a market newbie or a seasoned pro, stay up to date with this Market Update from Leisl Langevin, CFP, CDFA.

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Retirement should be about doing what you enjoy, whether that be travel, pursuing hobbies, or spending quality time at home. Learn how to financially plan your retirement lifestyle now so that you can prioritize what's important to you later. 

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Join us for an insightful mid-year market update where we dissect the unexpected strength of the current bull run. Our expert panel dives into the factors driving market performance, including the Fed's "soft landing" strategy and the impact of interest rates.

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This Independence Day let's discuss the concept of financial freedom and practical steps to achieve it. In this episode, Holly Wanegar covers common obstacles to financial independence, strategies for increasing income, reducing expenses, investing wisely, and advice for staying motivated on the journey to financial freedom.

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🚀 It's been a record-breaking year for the markets so far this year, but what about those interest rate hikes? What does that mean for you and your money? 

Find out in this quick update from 🎙️ Holly C. Wanegar, CFP®.

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When it comes to handling a large inheritance, it's essential to protect your wealth for years to come. Here are 5 steps to consider presented by Laurence Hale, AAMS®, CRPS®. Download our free guide, Smart Strategies to Maximize Generational Wealth, for more valuable tips and steps to make the most of your inheritance!

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What is the best way to SAVE for COLLEGE? 👩‍🎓 

🎙️ Listen in this #National529Day and explore the different college savings programs to help you determine the best approach.  

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🚀 Recent data shows that GDP growth is slowing, but inflation remains constant...

What does that mean for you and your money? Find out in this quick update from 🎙️ Leisl Langevin, CFP® CDFA®. 

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Should you SAVE or INVEST? 🤔

Examine the key factors to help determine the right balance of both on the latest #YouAndYourMoney podcast with Michael Baum, CFP®, RICP®.  

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Why are long-term investors wise to tune out the political noise during election cycles?

Laurence Hale, AAMS®, CRPS® explains. 

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