Thought Leadership

July 15, 2025 In the second quarter, investors and businesses alike were forced to navigate a rapidly shifting global landscape marked...

by Landon Buzzerd, CFP® July 2025 As we reach the middle of the 2025, there is no better time to check-in on your personal finances. A...

April 15, 2025 The first quarter of 2025 has been marked by financial uncertainty, driven by inflation, trade tensions, and increased...

by Landon W. Buzzerd, CFP April 15, 2025 As the warm spring weather approaches, many people will engage in annual spring cleaning. That...

by Kristen E. Jackson, CFA March 20, 2025 As the busy spring wedding season approaches, couples everywhere are about to embark on life...

by Landon W. Buzzerd, CFP® January 31, 2025 As we move into the New Year, many households establish resolutions often related to health...

January 22, 2024 The last twelve months proved to be fruitful in many respects. Household wealth for the United States is at an all-time...