gold diamonds icon

News & Announcements

Rethink the Financial Habits Holding You Back

December 1, 2025

Published: December 1, 2025   Start 2026 Strong… Rethink the Financial Habits Holding You Back A new year brings new goals, but lasting change often starts with letting go, especially […]

Read More

A Simple 5-Step Portfolio Checkup

November 20, 2025

Play Video Published: November 20, 2025   A clear, practical framework to understand what’s working in your portfolio-and what may need attention. It’s easy to glance at your investment accounts, […]

Read More

The 30-Day Family History Project

November 5, 2025

Published: November 5, 2025   A guided approach to capturing your family’s stories, memories, and traditions in one month. The holidays often bring families together, a time filled with stories, […]

Read More

How Upbringing Shapes Your Money Mindset

October 30, 2025

Published: October 30, 2025   Understanding how early experiences influence your financial decisions today. Your investment strategy may have less to do with market data and more to do with […]

Read More

A Retiree’s Guide to Worthwhile Viewing

October 15, 2025

Published: October 15, 2025   Retiree Viewing Guide: Shows Worth Your Time Retirement often brings something most of us haven’t had enough of before: time. And how you spend it […]

Read More

Tips for Increasing Your Credit Score

October 6, 2025

Play Video Published: August 13, 2025 🎥 In this video, Cody Venderlic, Financial Advisor at Hall Financial Advisors, explains why credit scores matter-even for high-net-worth individuals-and shares practical strategies to […]

Read More