News & Announcements

Play Video Published: September 22, 2025 🎥  In this video, Brennan McKean, Retirement Plan Specialist at Hall Financial Advisors, explores the hidden costs of DIY investing. While managing your own […]

Play Video Published: September 15, 2025   Discover how to make your retirement about meaningful moments, not material things. Retirement gives us something incredibly rare: time. Time to reconnect with […]

Published: August 25, 2025   What the ‘One Big Beautiful Bill Act’ means for your finances The new legislation likely has implications for all federal tax-filers in the United States. […]

Play Video Published: August 20, 2025   Seeing Volatility as Part of the Investing Journey In our last video, Rob Beardmore explained why volatility is a normal part of investing […]

Play Video Published: August 13, 2025 🎥 In this video, Zane Eschbaugh walks through how ETFs combine the flexibility of stocks with the diversification benefits of mutual funds, how they’re […]

Published: August 12, 2025   When Borrowing Can Be Strategic Borrowing can offer flexibility and align with long-term financial goals. When it comes to personal finance, conventional wisdom says the […]