Self-Funding Long-Term Care

By: Antonio Castillo | Associate Advisor Long-term care is probably one of the biggest elephants in the room. In 2016, the Office of the Assistant Secretary for Planning and Evaluation published [...]

Stressed Out Supply Chains

Chris A. Matlock, CPA, CFA, Chief Investment Officer & Ben McCue, CFA, Investment Research Analyst It’s hard to open a newspaper, turn on the TV, or read a corporate earnings report without [...]

Understanding IRAs

Saving for retirement is essential to financial freedom. Understanding your options sets you up to make educated decisions you can be confident in. That’s why we’re taking the time to help you [...]

Quick Tips: Saving for Retirement

Retirement savings can feel overwhelming. While it is important to do your research on which account types work best for you, we have gathered some quick, universal tips on savings for [...]

4 Tips for Paying Down Debt

Student loans, a mortgage, car payments. We expect to see debt in our lifetime. However, debt should be temporary, not a lifelong payment. Making these adjustments can help set you on the right [...]

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