facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Investor Education


We believe that financial literacy is an important step of your wealth journey and it may not always be easy to find reliable resources. See below to find education and insight on financial markets, economic environments, and investing principles.

(Video) Investor Education Series - Part 17 Thumbnail

(Video) Investor Education Series - Part 17

In this 8-9 minute video, follow Justin as he dives into what happened in 2022 with bonds, how that unprecedented weakness has created strong opportunity, uncovers areas of good and bad in the market, and shows how current bond yields suggest you may not need to take excessive risks in your portfolio to achieve your financial goals.

Read More
Tax Tidbits for Bond Investors Thumbnail

Tax Tidbits for Bond Investors

Whether you're planning for retirement or just looking to optimize your investment strategy, understanding Tax-Equivalent Yield (TEY) can help you make more informed decisions. In this article, we break down how TEY works using a real-world example, showing how taxes can impact your returns and investment strategy.

Read More