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Financial Education and Advice

In-depth insight into investment best practices and more.

After tuning in to The Wise Investor Show, read our latest posts — written by some of the top advisors in the country — where we’ll uncover common investing myths, strategic secrets and the trends worth paying attention to.

Whether you’re just starting to invest or have been generating returns for years, our content is here to connect the dots between our radio show and services so you acquire the skills and knowledge you need to effectively manage your finances.

Markets Are Never Easy or Certain! Thumbnail

Markets Are Never Easy or Certain!

Spring this year brought a lot more than April showers and May flowers! U.S. stocks built on their strong first quarter surge with a very respectable advance in the second quarter. This was no easy task considering the challenging investing environment, outsized market performance contribution from a relatively small stable of growth stocks, and our focus on valuation discipline.

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Why Financial Advisors Should Review Tax Returns Thumbnail

Why Financial Advisors Should Review Tax Returns

Yearly tax returns can benefit individuals financially, well beyond the refund check they may get in the mail. Tax forms can reveal a lot about someone’s financial situation, which can help structure financial decisions year-round. With the aid of a qualified financial advisor, tax return information can be used as a tool to help increase long-term wealth.

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