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We’d like to give a warm welcome to our newest Investment Advisor Manager, Chris Billings. We sat down with Chris to learn a little bit more about him after he joined the team.  Q: Share a little about your day-to-day work and how you approach client relationships. A: Managing investments for a family is a very rewarding …

by Jason Hamilton, CFP® Many of our baby boomers (71.6 million) are seeing retirement on the horizon, if they are not there already. With this exciting new chapter, retirement brings a range of emotions – excitement, relief, sadness, joy – But it can also be very overwhelming. It’s important not to lose sight of the control you can still …

by Keith Blakely, CFA Money Market Funds are yielding 5%. A 10 Year US Treasury Note is yielding just shy of 4%. Thirty-year mortgage rates have floated around 7% in 2023. This is quite the turnaround over the past 18 months. Interest rates are now as high as we have seen since the mid-2000s – not quite to levels that we witnessed …

(FDIC Consumer News) Computer-related crimes affecting businesses or consumers are frequently in the news. While federally insured financial institutions are required to have vigorous information security programs to safeguard financial data, consumers also need to know how to protect and maintain their computer systems so they can steer clear …

Summer is here! You know, that brief and refreshing time to enjoy warm weather, longer days, and some much-deserved time off from work. It doesn't, however, have to be a time to spend more money. Yup, there are actually some pretty cool and creative ways to make your money go further this summer. Let's take a look: Crank open those …