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Media & Materials for Clients


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Market Insights Q3 2024 Thumbnail

Market Insights Q3 2024

This quarterly addition of Market Insights includes a "halftime report" on 2024 and looks at some key themes. Included is a look at the state of consumers, adding duration to fixed income, and volatility associated with presidential election years.

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Roth IRA & 401k Thumbnail

Roth IRA & 401k

We LOVE Roth!!! Such a great tax smart investing vehicle. We investigate how the Roth works and what it can earn over decades of investing. This episode has something in it for everyone, especially investors who want tax free growth!

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