INVESTOR RESOURCES

Want to be an informed investor? See our suggested resources on current market trends and personal finance decision-making.

Changes in the market can be scary or exciting, we help slow down the emotional rollercoaster you may be riding by giving you our objective insights. Each month, Ken our CEO and Michelle our COO breakdown the current financial landscape and discuss how it impacts your investments.

Click here to schedule a meeting with them!

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Dave's Suggested Reading

Dave is one of our investment managers and believes that understanding the science behind what drives the financial decisions we make is key in making smart choices about your future. The book he has always wanted to write, but that someone beat him to it, is called "Psychology of Money" by Morgan Housel. A necessary read for all investors.

The Importance Of Wellness In Retirement

A combination of health and wealth will get you the most out of your independence and freedom in retirement. Isolation and loneliness are growing issues, especially in older adults. The good news is that there are plenty of ways to find social fulfillment in retirement. They just require some effort and initiative on your part.

Retirement Funding Wellness