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Preparing Our Next Generation for Financial Success

April 20, 2023 Wealth management

by Jason Hamilton Over the years, I’ve coached many of my son’s teams and enjoyed every moment of it. As a parent, I do it to be involved in his daily life as much as possible. I guess it’s part of my thought process that I want everything for him and his sister to be better than I had it growing up, not because I didn’t have a great childhood, …

Starting Gate

April 20, 2023 Wealth management

We see an active 2023 investment climate filled with big questions. We’re here to help you find the answers while keeping you on track.  by Kathy C. Thompson Maybe it’s because our headquarters city has its own special relationship with spring —there’s just something about that first Saturday in May—we see a little more this season …

6 Tips for Building a Healthy Financial Relationship

September 7, 2022 Personal finances

In relationships, communication is key. That's especially true when it comes to one of the biggest challenges for couples – managing money. For many, money is a taboo subject, which is probably why it's among the leading causes of divorce. Couples that successfully manage money together take some important steps, which may …