What will 2024 unveil for major indexes, interest rates and the housing market? While they can’t predict all the answers, Hunter and Judson discuss what...

Your personal experience and preferences often dictate the decisions you make in your personal and business life, but should it still apply to your investments?...

Is this the year we return to normal, or a new normal? Key takeaways For dental practices to thrive in this type of market, business...

It was a whirlwind of a year, but did Judson and Hunter see it all coming? The guys revisit their 2023 predictions they made a...

In the second part of the real estate investment series, Mark Roberts from Crow Holdings joins the guys again to dig into how real estate investments...

In the first installment of a two-part series on real estate investments, Mark Roberts from Crow Holdings joins the guys. They discuss the relationship-driven private...

Why 2023’s market may have given investors a false sense of security Written: Dec. 5, 2023 What a difference a year makes. After 2022 experienced...

It's hard to believe, but America was founded to avoid high taxation. Fast forward, and the U.S. tax code has evolved into 2,651 pages and...

Next up in the four-part financial history series, the guys dive into the origins of modern investment vehicles. Jamie Catherwood, vice president of client portfolios...

Learn why gifting stocks can be the gift that keeps on giving Key takeaways The gift of time can make a stock transfer even more...

To align with cost-of-living increases, the IRS has increased the contribution limits for 2024. It’s important to know where you can maximize your savings to...