Carson and Myles discuss Series I Savings Bonds. With interest rates on the rise, we have been getting questions about Series I Savings Bonds lately. We wanted to take moment to discuss what they are, how they work, and how they may or may not fit into your overall plan

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This year has been volatile for the markets. As we near the midway point, we hosted a webinar to discuss what we are seeing and watching in the markets. This is the audio to our Q2 2022 Market Update Webinar.

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For years, the best and brightest in the financial world have debated what the most sustainable portfolio withdrawal rate is. In this episode, Carson and Myles discuss what this rate is and exactly how it works. At the end of the day, financial planning is an art not a science and this is where our…

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Interest rates have been historically low during the pandemic. What’s going to happen now that the Fed is ramping interest rates back up as the world gets back to normal. Myles and Carson sat down on this latest episode of the Retire While You Work® Podcast to talk about interest rates and what they mean…

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Shares or shingles? Drywall or Dow Jones? To many, the idea of flipping houses or purchasing a rental home is a lucrative investment option, but is it better than putting money in the stock market? In our latest episode of the “Retire While You Work®” podcast, David sits down with Myles and Carson to discuss…

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With COVID still hanging around and supply chain issue woes continuing to persist, the market has managed to stay the course. Many clients have begun to wonder where the market is finding its strength given the state of the economy in its current state. In this Q4 market update David and the investment committee answer…

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The audio replay from our webinar held on September 9th, Summer 2021 Market Update is available now! This webinar was from the same live presentation that we gave in mid-August at Richland Country Club. If you were unable to attend both the in-person presentation or the webinar, now is your chance to listen in. Do…

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