How to Bounce Back Financially After Losing Your Job
Janel Cross, Managing Partner
June 21, 2024

Focus on Finances Stretch Your Savings: Once you’ve taken a beat to process your emotions, you’ll need to determine how

How to Prioritize Financial Goals as Your Life Becomes More Complex
Janel Cross, Managing Partner
June 7, 2024

Some people are savers, some are spenders, some live carefully within their means, and some live life to the fullest,

Happy 529 Day!?!
Tyler Stief, Associate Advisor
May 29, 2024

The College Savings Foundations (CSF) started celebrating 529 day (May 29th) in 2021 to raise awareness of 529 college savings

Why Reviewing Your Will is Crucial for Your Financial Health
Tyler Stief, Associate Advisor
May 10, 2024

Creating a will is an essential step in securing your family’s financial future and ensuring your wishes are carried out

The FAFSA Simplification Act Explained
Janel Cross, Managing Partner
April 12, 2024

What’s New with the FAFSA? According to the National Center for Education Statistics, more than 85 percent of U.S. college

In Laymon’s Terms – March 2024
Erik Laymon, Portfolio Analyst
March 31, 2024

Spring has sprung and flowers are starting to bloom, meanwhile opportunities and challenges emerge from the depths of our financial

Breaking Barriers: Financial Tips for Modern Female Providers
Janel Cross, Managing Partner
March 22, 2024

In honor of Women’s History Month, it’s important to reflect on the progress of women’s rights, especially in the realm

Rule 5: US Treasury Bonds will hold up during volatility.
Erik Laymon, Portfolio Analyst
March 19, 2024

In the financial world, the performance of U.S. Treasury Bonds, especially the 10-year treasuries, had recently veered off its traditional

Ways to Reduce Your Tax Liability
Tyler Stief, Associate Advisor
March 16, 2024

Want to pay less taxes? If given a way to legally reduce tax liability, most Americans would welcome that opportunity

Rule 4: Value stocks hold up and rebound faster after downturns.
Erik Laymon, Portfolio Analyst
March 12, 2024

In the financial landscape post-2022, value stocks, traditionally seen as the reliable workhorses of many investment portfolios, faced unexpected headwinds.