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The Importance of 529 Plans Thumbnail

The Importance of 529 Plans

With rising college cost, saving early and often is more important than ever. This video covers some of the benefits of 529 college savings accounts.

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The Impact of the 2020 Election Results Thumbnail

The Impact of the 2020 Election Results

Election results aren't in yet, but we have some idea of what congress might look like. While we wait for the final results, which may take days or weeks, here are our preliminary thoughts on the election and it's impact on the market.

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Investor Confidence Quiz

In this video Managing Partner, Terry Herr, CFP®, CLU reviews 93 years of stock market ups and downs along with the probabilities of positive and negative market returns. This video will give you the facts about how likely you'll be successful with long term stock market investing.

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$365 Dollars can pay for your child's first years of retirement!

For one dollar ($1) a day, you can set your child or grandchild on a lifelong path to prosperity. Managing Partner, Terry Herr, CFP®, CLU covers how modest investments could potentially cover the first years of your child's retirement. Watch this short video for a fascinating trip into the power of compound interest. In this episode of The Prosperity Blogcast, Managing Partner, Terry Herr, CFP®, CLU talks about how to help set your newborn on a lifelong path to financial prosperity.

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