Should I Consider a Credit Freeze?

If you are concerned about identity theft, data breeches or someone…

Is It Time to Start College Hunting With Your Child?
Junior High is a Good Time to Start

You did what you were supposed to do and started saving for your…

Our Culture of Immediacy (EP28)

With the advent of instant messaging, Amazon Prime and Google, most of us have gotten used to getting what we want in a matter of minutes, if not seconds. But are we losing the fine art of patience? In this episode Rob Morrison, CFP® and Ed Cruickshank, CFP®, will talk about how this culture of immediacy may be affecting your investment decisions. 

What Is a Career Victory Lap? (EP 27)

We're seeing an emerging trend where people phase into their retirement. It's no longer a singular event where you transition from full working to full not-working overnight. We call this new phase of retirement a Victory Lap. In this episode Rob Morrison, CFP® and Ed Cruickshank, CFP® have a conversation about this new retirement trend. Is a Victory Lap right for you?

First Quarter 2018 Commentary - A Changing of the Guard

The markets make the news—the news does not make the markets.…

New Medicare Cards Coming Soon - How To Avoid Related Scams

In an effort to deter identity theft, Medicare is mailing new…

2018 First Quarter Review Slides

2018 First Quarter Review Slides

Protecting Your Identity (EP26)

Online shopping through a cell phone or laptop has become a normal part of our lives. Some prefer to shop from the comfort of their family room couch while others take care of their online errands at a local cafe. Wealth Manager Kim Drake, CFA and Paulina Iantchev, a senior client service associate, talk about some helpful tips on how to protect your identity.

How To Avoid Common Estate Plan Pitfalls (EP25)

In this episode, Will Gunlicks, CFP® interviews our guest, Micheal Rhoades, an estate planning attorney, about common estate planning pitfalls and ways to avoid them.