facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Keeping You Informed 

Our Latest Webinars and Blogcasts

Don’t be left out, join the thousands receiving our financial updates.

Search for our blog 

articles.

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.

Watch Video

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.

Watch Video