Our Podcast
Check out our podcast
The Plan,where we discuss how planning can help the journey through life’s rites of financial passage. Hosted by Mark Richard Smith.
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Advisors’ Roundtable
How labor, Ukraine, Covid and the elections may figure into our future.
Government Policy and Your Wallet
What can government actually do to the economy?
Losing a Spouse
The dual path of mourning and maintenance that awaits a survivor.
Women and Investing
Yes, women and men are different, especially when it comes to money.
Rolling Over
Our retirement accounts don’t stop working just because we retire.
Navigating Social Security
We all expect it, but few of us know what we’re getting into.
Equities 101: Stocks
Steve talks about what it actually means to own stocks.
Equities 101: Bonds
Adam discusses what makes investors, not banks, the biggest lenders.
The Nest Egg
We want it to be sustaining and protective. It’s also precious and fragile.
News Context & Reality
It takes time and patience to get beyond what’s compelling to what’s real.
Partners’ Roundtable
Adam, Kelly and Steve talk about the volatile stock market and recession.
Advisors’ Roundtable
How inflation is affecting our clients and our community.