Prioritizing Your Financial Health in the New Year

Presented by Kevin Moore and Jake Rivas It’s that time of year when many people set goals with the hope... View Article

Are You an Intelligent Investor?

Presented by Kevin Moore and Jake Rivas Considered “the father of value investing,” Benjamin Graham wrote The Intelligent Investor more... View Article

Solutions for Managing Student Loan Debt

Presented by Kevin Moore and Jake Rivas Managing student loan debt has become one of the biggest financial planning challenges... View Article

Inflation vs. Bank CDs vs. The Mattress

The Stock Market Beats All Three Over Long Periods of Time Tempted to stash your money in a bank CD?... View Article

Does the Presidential Election Spell Risk for the Markets?

Presented by Kevin Moore and Jake Rivas As the U.S. presidential election draws closer, there are growing questions (from both... View Article

Understanding Interest Rates and Your Financial Situation

When discussing bank accounts, investments, loans, and mortgages, it is important to understand the concept of interest rates. Interest is... View Article

Five Tips to Help Couples Talk About Money

Five Tips to Help Couples Talk About Money Money discussions can affect your relationship, especially if you put those talks... View Article

Understanding IRA Minimum Distribution Requirements

Many people who have been contributing to Individual Retirement Accounts (IRAs) for years have watched their account balances grow through... View Article

The Importance of Market Evaluations

Although financial professionals often rely on long-term historical averages when making capital market assumptions, not all starting points are the... View Article

How Diversification Can Help Small Business Owners Manage Risk

Business Owners Should Consider Their Total Risk Factor Most investors understand the notion of diversification. We hear all the time... View Article