Is your cash savings strategy optimized to fit your life? Key TakeawaysWhen your emergency fund is set and you have extra cash available, tailor your...

You can’t control the Federal tax rates, so where does that leave you? Hunter and Judson discuss how proactively designing your financial plans can help...

AUGUST 2024 Market Update When the Fed cuts interest rates in the coming weeks, will it be by a quarter or half-point? Watch until the end...

Did the economy perform as previously reported? Is a rate cut or rate hike on the horizon? With new stats from the Bureau of Labor...

In an environment where interest rates are higher than they’ve been, the private debt asset class has grown as an investment prepared to capitalize on...

U.S. Department of Labor increases minimum required salary for overtime-exempt Key Takeaways: Being salaried doesn't disqualify an employee from receiving overtime pay. Specific criteria, including...

From building credit to common budgeting mistakes to buying a first home, there are many components to a financial plan for a young professional. How...

Earn Stability, Predictability and Tax Efficiency with Yield Key Takeaways Incorporating dividends and/or interest into a portfolio can generate passive income without depleting principal. Yield-based...

For a recent college graduate navigating savings, budgeting, tax planning, and interest rates, it’s understandable to feel like you may need to phone a friend...

After the June CPI print, the market has seen some chaos in the last few weeks. Stocks are down, a rate cut is looking more...

From the first phone call a client makes to your business to the first time they walk through the doors, how they are welcomed can...