As we near the end of 2017, we want to reflect on what has been a very good year for the market and the U.S. economy. Some would say a...

This special edition of Video Insight is dedicated to answering the question "Is my account safe"? We have received many calls with...

Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD,...

Buying a car can be a big financial decision, particularly during retirement. Some questions that typically come to mind include: How much s

TRUMPONOMICS is a non-political biased presentation that dives into the economic implications of many of President Trump's policy agenda...

Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD,...

A couple key themes of the Q2 Conference call include market performance YTD, rising interest rates, and the Trump financial agenda.

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...

The financial media is completely focused on the Dow reaching 20,000, an all-time high. It's important for investors to realize that...

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,...