What is Driving the Stock Market?
What is driving the stock market? Dean Barber looks at the top holdings of the S&P 50...
Rebalancing Your Portfolio: Looking at a Midyear Rebalance
Dean Barber and Bud Kasper explain the concept of rebalancing and its role in maintai...
Interest Rate Forecast for the Rest of 2023
Dean Barber and Bud Kasper give their interest rate forecasts for the rest of 2023 an...
The U.S. Banking Crisis – Is It Over? Or Was It Even a Thing?
After all the turmoil in March, is there a U.S. “banking crisis” right now? Shane...
Why Compound Interest Is Key
Chris Rett, CFP® discusses compound interest, the difference between compounding int...
Should I Have a 401(k) and a Roth IRA?
Planning for retirement is an essential part of securing your financial future. The 4...
Another Tech Bubble in 2023?
There’s no shortage of crazy things happening right now. We're going to dive into t...
What Is Wealth? 4 Types of Wealth
Dean Barber and Bud Kasper are going to define the four types of wealth to thoroughly...
Understanding Required Minimum Distributions (RMDs)
When you reach age 73 you must begin to draw funds from your traditional (i.e., non-R...
401(k) Survival Guide
Not sure what to do with your 401(k) when you retire or are nearing retirement? Once ...