Street$marts: Interest Rates: the good, the bad, and the complicated

Street$marts: Here’s why you need a financial plan

STREET$MARTS Here’s why you need a financial plan. Billy Cooper, CFP®, Financial Planner Now this is a pretty loaded topic as there are benefits to all aspects of financial planning whether it be investment planning, estate planning, budgeting and debt...
Street$marts: Interest Rates: the good, the bad, and the complicated

Street$marts: Book Recommendations for the Novice Investor

STREET$MARTS Recommended reading for the novice investor. Dylan Potter, CFP®, Vice President, Portfolio Manager Today’s Street$marts is for all the readers out there. While “best-of” lists usually contain books like Ben Graham’s “The Intelligent Investor” or Peter...
Street$marts: Navigating Social Security – 3 things to know

Street$marts: Navigating Social Security – 3 things to know

STREET$MARTS 3 things to know about Social Security Billy Cooper, CFP®, Financial Planner As many of our clients are either nearing retirement or are already in retirement, Social Security is a topic we get questions on all the time. So, in today’s episode of...
Street$marts: Navigating Social Security – 3 things to know

StreetSmarts: Protecting loved ones from elder fraud and abuse

Hi! I’m Emily Lambert, Vice President of Operations & Compliance.  On today’s episode of StreetSmarts we’re going to talk about steps you can take to help protect your loved ones from financial elder fraud and abuse.  Financial abuse is defined as when misleading...