All Commentary Video Article Podcast Whitepaper

Insights

Blended Families and Financial Considerations

Blended Families and Financial Considerations

September 9, 2019
Getting remarried is an exciting and challenging time for couples, especially when there are children to consider. While you...
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Choose Insurance Policies That Offer You the Protection You Need

Choose Insurance Policies That Offer You the Protection You Need

September 6, 2019
When is the last time you reviewed your property and casualty policies, including homeowners insurance? Because it likely represents...
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College Savings Strategies for High-Income Households

College Savings Strategies for High-Income Households

September 6, 2019
It’s no secret that college is costly, so it’s never too soon for parents to put a savings strategy...
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Burned out on FIRE? Focus on Finding Significance

Burned out on FIRE? Focus on Finding Significance

September 5, 2019
A recent trend once popular only within tight-knit circles of financial bloggers, the FIRE (Financial Independence, Retire Early) movement...
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How To Maximize Your Charitable Contributions

How To Maximize Your Charitable Contributions

September 4, 2019
Most investors are aware of the potential tax benefits of charitable giving. In fact, many of us often write...
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Protect Yourself: Cyber Fraud Alert

Protect Yourself: Cyber Fraud Alert

September 3, 2019
As technology continues to advance and provide additional ways for consumers to manage their finances, cyber criminals create more...
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Women & Finances: Should Their Approach Be Different Than Men? (32:00)

Women & Finances: Should Their Approach Be Different Than Men? (32:00)

August 27, 2019
Women often take a backseat when it comes to long-term financial planning. They’re busy juggling family, career and professional...
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Xenos: Being Ranked Among Many Great Professionals Is An Honor

Xenos: Being Ranked Among Many Great Professionals Is An Honor

August 22, 2019
Faith Xenos, director & senior wealth advisor, has been ranked on the Barron’s Top 100 Women Advisors list for...
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Five Frequently Asked Life Insurance Questions

Five Frequently Asked Life Insurance Questions

August 16, 2019
Because September is Life Insurance Awareness Month, we are utilizing our August Q&A to answer frequently asked insurance questions....
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Both Barron’s and Mariner Wealth Advisors Place High Emphasis on Client Retention Rates

Both Barron’s and Mariner Wealth Advisors Place High Emphasis on Client Retention Rates

August 15, 2019
Managing director, Jana Shoulders, who has been ranked on the Barron’s Top 100 Women Advisors list the last two...
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Valerie Newell Discusses What Being Ranked by Barron’s Means for our Clients

Valerie Newell Discusses What Being Ranked by Barron’s Means for our Clients

August 13, 2019
Valerie Newell, principal & senior wealth advisor, has been ranked on Barron’s list of Top 100 Women Advisors for...
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Splitting Equitably: The Financial Considerations of Divorce (24:15)

Splitting Equitably: The Financial Considerations of Divorce (24:15)

August 6, 2019
Divorce can be a very difficult time, and with emotions running high, it can be beneficial to have someone...
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