Communications

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

Oct 1, 2021 | Videos

Regardless of where you are in the financial life cycle, we can confidently say that you could benefit from a plan. Learn why from Billy Cooper, CFP®.

Street$marts: Book Recommendations for the Novice Investor

Aug 19, 2021 | Videos

We’ve compiled a list of our top book recommendations for learning about the markets and gaining a nice foundation for understanding finance.

Street$marts: 6 things to improve your financial well-being in your 30s

Aug 2, 2021 | Videos

Here’s a checklist for all you 30-somethings out there looking to improve your financial well-being today.

Market Outlook Mid-Year 2021

Jul 23, 2021 | Quarterly Newsletters

Last quarter we made thematic references to “Back to the Future,” thinking perhaps the world was peeking around the corner at a return to some type of normalcy. As we start the second half of 2021, if our time traveler last quarter was dropped from the future into the Eastern United States today, odds are this traveler might not have a clue a pandemic just ravished the world.

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

Jun 17, 2021 | Videos

From full retirement age to the spousal benefit, here are the top things to understand about Social Security, brought to you by our Financial Planner, Billy Cooper, CFP®.

StreetSmarts: Protecting loved ones from elder fraud and abuse

May 3, 2021 | Videos

The National Center of Aging estimates that 1 in 3 Americans aged over 70 have experienced some form of financial abuse in the past 5 years and the financial impact of that abuse is estimated to be over $36 billion.

Market Outlook: Spring 2021

Apr 28, 2021 | Markets, Quarterly Newsletters

Spring has sprung—weather-wise, spirit-wise, and market-wise. After a more than year-long pandemic, the markets are wanting to get Back to the Future.