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Insights

Wealth Planning for Pro Athletes

Wealth Planning for Pro Athletes

May 29, 2020
Tips to Help Avoid Financial Ruin Without the advice of a financial advisor who is required to look out...
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Moody Money: A Look Into Financial Anxiety (25:24)

Moody Money: A Look Into Financial Anxiety (25:24)

May 19, 2020
Many of us have experienced some level of stress when it comes to money, but some individuals experience symptoms...
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Staying the Course

Staying the Course

May 5, 2020
Anytime there’s volatility in the stock market with prices rapidly moving up and down, it’s understandable for you to...
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How Are Your Finances Affected by the CARES Act?

How Are Your Finances Affected by the CARES Act?

May 1, 2020
Q: The CARES Act contains so much information. Can you explain the pieces of the legislation that are of...
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Tax Rewind: A Synopsis of the Recent Changes (36:52)

Tax Rewind: A Synopsis of the Recent Changes (36:52)

April 23, 2020
SECURE Act, CARES Act, Small Business Loans and Paycheck Protection Program. There have certainly been many changes to the...
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Market Update April 14, 2020 with Jeff Krumpelman and Katrina Scott.

Market Update April 14, 2020 with Jeff Krumpelman and Katrina Scott.

April 14, 2020
Katrina Scott , chief investment officer, and Jeff Krumpelman , chief investment strategist, share their views on why most...
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CARES Act: What Does It Mean For You?

CARES Act: What Does It Mean For You?

April 2, 2020
The full impact of the COVID-19 (coronavirus) Pandemic will not likely be known for many years. With new phrases...
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Coping with a Crisis (25:50)

Coping with a Crisis (25:50)

April 2, 2020
Whether it is a government-issued, stay-at-home order, an unavoidable crisis or market turmoil, sometimes it can feel like control...
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COVID Stimulus Package: Notes for Business Owners

COVID Stimulus Package: Notes for Business Owners

April 1, 2020
With the massive impact of COVID-19 rippling across multiple industries and the resulting potential for a recession looming over...
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Market Update March 24, 2020 with Jeff Krumpelman and Katrina Scott

Market Update March 24, 2020 with Jeff Krumpelman and Katrina Scott

March 24, 2020
Our Chief Investment Officer Katrina Scott and Chief Investment Strategist Jeff Krumpelman share their current thoughts on the markets,...
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Coronavirus Update with Dr. Chris Jenson (23:54)

Coronavirus Update with Dr. Chris Jenson (23:54)

March 17, 2020
As you practice precautions to help keep yourself and your family healthy, consider these additional safety tips. Dr. Chris...
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Market Update March 16, 2020 with Jeff Krumpelman, Bill Greiner & Katrina Scott

Market Update March 16, 2020 with Jeff Krumpelman, Bill Greiner & Katrina Scott

March 16, 2020
As markets plunge over continued coronavirus concerns, the Fed slashes its benchmark interest rate to near zero, and headlines...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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