December 2025 Market Update The year closed with rate cuts, but inflation is still above target. Watch this month's Market Update video to see the...

Where to lean in and where to pull back KEY TAKEAWAYS Offer a menu of payment plans to help patients say "yes." Prioritize marketing. Improve...

With 76% of Gen Z and 65% of Millennials seeking financial guidance online, it's crucial to distinguish between entertainment and actionable advice found on social media. The...

As the year comes to an end, the guys reflect on their favorites from 2025. They look back on investment trends, tax law updates and AI evolution from the year,...

The Fed announced the final rate cut of the year by 25 basis points, new employment data was released and updated CPI numbers were printed. The guys discuss rate cuts in 2026, the potential influence of new Fed leadership and...

Planning for a secure future starts with asking the right questions, like “How much money do I need?” Hunter and Judson discuss how much you...

Is the market due for a dip in 2026? From the industrial renaissance boosting growth to potential corrections in AI investments, the guys cover how these...

3 Financial Moves to Make in the New Year Key Takeaways A well-designed financial plan gives you the freedom to choose how to spend your...

Only a small percentage of parents leverage 529 plans to save for their children’s education, despite these plans being a powerful tool for college funding....

Whether stored in a piggy bank or savings account, it's crucial to know how your cash is being allocated. But how early should you start...

The IRS has released new contribution limits, increasing the caps on 401(k)s, IRAs and more, creating opportunities to save more in the coming year. The...