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News & Resources

First and foremost, we are dedicated to educating our clients - and that starts right here.

Our resources consist of an array of financial information – from monthly newsletters to recordings of our past educational seminars – intended to help you not only broaden your financial knowledge but enhance your financial confidence.  Be sure to visit this page often for the latest updates.

TEAM video

How Our Fund Screening Process Adds Fuel to the Active vs Passive Debate

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team headline picks

October 2019
Separating the News from the Noise

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instructional videos

Learn Some of the Most Commonly Used Functions of Client Access

View 4 Videos
resource

Checklists to Help You Plan for Each Life Stage

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TEAM video

If the National Debt is in the Headlines, Then Household Net Worth Should Be, Too

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past event recap

International Women's Day Donation Drive & Happy Hour

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recorded webinar

Tax Optimization During Retirement

Watch in Full
press release

Mark J. Smith Named to Forbes' List of Top Wealth Advisors for 4th Consecutive Year

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featured post

What the Stock Market Would Tell You, If It Could Talk

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