by Josh Bannerman | May 1, 2023 | Financial Planning, Investment Ideas
As investors look ahead to the remaining quarters of 2023, it’s important to be aware of the potential investment risks that could impact their portfolios. While there’s no way to predict the future with certainty, there are several risks that are worth... 
by Josh Bannerman | Apr 26, 2023 | Financial Planning, Investment Ideas
As we move into the second half of 2023, investors are looking ahead and trying to anticipate the trends that will shape the investment landscape in the remaining quarters of the year. While no one can predict the future with certainty, there are some trends that are... 
by Josh Bannerman | Apr 24, 2023 | Money Management, Wealth Management
Many of life’s biggest expenses can put a significant strain on our finances. However, with some careful planning and consideration, there are ways to reduce these expenses and free up more money for other priorities. In this article, we will explore nine of life’s... 
by Josh Bannerman | Apr 19, 2023 | Financial Planning
We get it. When you think of financial planning, fun might not be the first word that pops into your mind. But hear us out–while financial planning might not be the same kind of “fun” as a ride on a rollercoaster or a day at the beach, having a strong, smart... 
by Josh Bannerman | Apr 17, 2023 | Financial Planning
We all want to live a life of financial independence, but how do we make it happen? Unfortunately, even if you have a great job and stick to a budget, your checking account won’t magically generate the money that you need for retirement, paying for your kids’...