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5 keys to investing in 2026

Hope you are having a great start to the week! Here is some insight from Capital Group: "After three straight years of double-digit returns for the S&P 500 Index, investors are entering 2026 with equal parts confidence and caution. Whether the rally will stretch...

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Could U.S. GDP growth hit 5% this year?

The resilience of the U.S. is amazing. Despite all the turmoil in the world, the U.S. economy somehow manages to look past it, power through it, and come out stronger on the other side. Here's what Capital Group economist Jared Franz has to say: "There is a lively...

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Better Serving you in 2026

We’re excited to share an important milestone with you. Over the past several months, we’ve been working behind the scenes to ensure we can continue delivering the same high-level service you expect, while finding new ways to improve and grow. As part of that...

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Start 2026 off Strong

We want you to have a great start to 2026! Here are 3 key financial steps to help make 2026 your most successful year yet: Review your 401(k) plan contributions. Are you maximizing your retirement nest egg? Review your tax withholdings. Are you in line to not pay...

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Read This Before You Donate

The holiday season is in full swing and with that comes floods of donation requests. It's important to understand which ones actually spend their funds the way they advertise. To take the guesswork out of it websites like charitywatch.org and give.org are great ways...

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High Electric Bill this Month?

Have you noticed your electricity bill was extremely high this month? Well it's not JUST those holiday decorations contributing to that. According to recent insights from J.P. Morgan, AI data centers can be the one to blame for the sudden spike. Despite being a small...

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Make 2026 your most successful year yet

As the year wraps up, now is a great time to look ahead. The steps you take today can help set you up for a stronger, more organized financial start in 2026. To make the process simple, we put together a quick checklist based on our 2026 Financial Success Tracker...

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ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?