Is the recent rally in the stock market an indication that the pain in the markets and economy is over? Is this the beginning of the next bull market? This week we take a trip down memory lane and talk about The Great Recession’s history and why it remains relevant...

The advisor and CPA relationship is crucial to a comprehensive financial plan. Why is that? What factors can a CPA bring to the table that a financial advisor cannot? What does a financial advisor bring to the table that a CPA does not? 

When it comes to building your retirement plan, what do you think are the most important factors to consider? Many would say, “it’s all about the rate of return.” Listen now to discover 5 Things that are More Important than the Rate of Return when it comes to building...