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Insights

Your Questions, Answered: Seeking Professional Advice

Your Questions, Answered: Seeking Professional Advice

July 30, 2020
On this week’s episode of Your Questions, Answered, Mike McAndrews and Brian Leitner discuss when to seek professional financial...
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2020 Crystal Ball Mid-Year Review

2020 Crystal Ball Mid-Year Review

July 23, 2020
Nothing was calm about the first half of 2020. After one of the worst closes on record to the...
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Your Questions, Answered: Preparing for Market Volatility

Your Questions, Answered: Preparing for Market Volatility

July 23, 2020
On this week’s episode of Your Questions, Answered, Andy Garrison and Brian Leitner discuss preparation for market volatility, and...
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Your Questions, Answered: Business Transfers

Your Questions, Answered: Business Transfers

July 16, 2020
On this week’s episode of Your Questions, Answered, Jake Kern and Brian Leitner discuss business transfers for business owners,...
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Your Questions, Answered: 401(k) for Small Businesses

Your Questions, Answered: 401(k) for Small Businesses

July 9, 2020
On this week’s episode of Your Questions, Answered, Thomas Hardy and Brian Leitner discuss opening a 401(k) for small...
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Your Questions, Answered: Roth IRA

Your Questions, Answered: Roth IRA

July 2, 2020
On this week’s episode of Your Questions, Answered, Andreas Scott and Brian Leitner discuss Roth IRAs, and answer the...
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Your Questions, Answered: Required Minimum Distributions

Your Questions, Answered: Required Minimum Distributions

June 25, 2020
On this week’s episode of Your Questions, Answered, Aaron Fulton and Brian Leitner delve into required minimum distributions, and...
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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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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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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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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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Market Update with Jeff Krumpelman

Market Update with Jeff Krumpelman

March 12, 2020
With today’s decline in the market mostly driven by fear of the unknown, our own Jeff Krumpelman gives an...
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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

#138

Cash Balance Plans Explained

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May 2, 2024
#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
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