Educational Videos

January 2022 Market Update

January 2022 Market Update

We are closely monitoring the current market volatility, much of which occurred after the recording of our market update. Here are some of our most...
2022 Outlook & Investment Strategy

2022 Outlook & Investment Strategy

We are closely monitoring the current market volatility, much of which occurred after the recording of our market update. Here are some of our most...
Client On-Demand Webinar

Finish the Year Financially Strong

Recorded by: Kay Lynn Mayhue, President | David Elder, Wealth Manager | Emily Boothroyd, Wealth Manager | Andy Lubben, Regional Director | Joy Kirsch, Founder...
October 2021 Market Update

October Market Update

We are encouraged by positive COVID-19 data domestically and abroad. The Fed will likely begin to slowly pull back on some of their accommodative policy...
September Market Update

September Market Update

We remain positive in our outlook for the economy, but we could continue to see the Delta variant impact future economic data. Despite this headwind,...
Jovita Carranza

Live Q&A with Jovita Carranza

Live Q&A with Jovita Carranza, the 44th Treasurer of the United States, 26th Administrator of the United States Small Business Administration, and successful businesswoman. Our President, Kay...
August Market Update

August Market Update

We remain optimistic about the future prospects for equity markets. Additionally, corporate earnings have been extremely strong, strong enough to make domestic equity valuations look...
July Market Update

July Market Update

The separation between countries that have been able to successfully vaccinate large portions of their populations and those that have not, continues to be a...
401k Essentials

401(k) Essentials: Everything Young Investors Need To Know

Video By: Scott Meyer, Wealth Manager Want to know why it is important to start contributing to your 401(k) early? Listen to one of our...

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