Sometimes Paying Taxes Isn't A Bad Thing
Tax planning during retirement can be complex. Often individuals (and CPAs for that matter) become focused on minimizing this year’s tax...
2nd Quarter Market Update
A couple key themes of the Q2 Conference call include market performance YTD, rising interest rates, and the Trump financial agenda.
Our New Financial Learning Lab
We are excited to introduce our new Financial Learning Lab. The Lab provides classes focusing on various topics, allowing you to choose...
Dow 20k Party
The Dow hits 20,000 but what does that mean to you? Watch as Lyn and Justin explain that while you're likely to see headlines...
Dow 20,000 - What Does It Mean?
The financial media is completely focused on the Dow reaching 20,000, an all-time high. It's important for investors to realize that...
1st Quarter Market Update
Watch as Lyn and Justin discuss the Q1 Market Update. A few key themes discussed are the U.S. Stock Market moving into record territory,...
Wild Ride for 2016
Wild Ride for 2016 2016 will go in the record books as one of the most eventful years for investors since the global financial crisis....
An UnExpected Victory
As Donald Trump emerges as the next president-elect, investors may be wondering: Now What? We've been asked many questions today...
Investing Big In A Tiny House World
Watch as Lyn Adams presents about demographics and it's potential impact on economics and investing.
4th Quarter Market Update
Watch as Lyn and Justin discuss market returns YTD, make observations of a shift in investor bias in the U.S., discuss a few...
