How to Access and Track Your Investments Online

Take a look at how the markets have performed over the first half of the year and what may lie ahead for investors. In this Midyear Outlook, Ryan Furstenau (Managing Partner and Wealth Advisor) and Tyler Lindsay (Wealth Advisor) review key economic trends, market performance, and potential …

What is dollar cost averaging? In this video, Ryan Furstenau (Wealth Advisor and Managing Partner) teaches us all about this investment strategy.

In this video, Ryan will walk through the different platforms available for clients to view and monitor their investments with ease. We cover the key features of each platform, how to navigate them, and the tools available to help you stay connected to your financial goals anytime, anywhere.

Ryan Furstenau shares the investment advice he wishes he had when he was younger, perfect for those seeking financial education. He emphasizes the importance of starting small and understanding personal finance early on. This video provides a foundation for building wealth and achieving fin …

Planning for retirement? We hope so! Before you take that next step, make sure you’re not making one of these common (and costly) retirement mistakes. In this video, Ryan Furstenau covers the Top 5 Mistakes he has seen throughout his 22 years as a financial advisor to Avoid Before Ret …

What does a financial plan look like for someone in the early stages of their career? You may be just getting started out of college, or you may be well into your professional. Whatever the case may be, you should start financial planning as soon as possible. In this video, Tyler will discu …

In this video, we break down the key differences between Roth and Traditional IRAs. Whether you’re a first-time investor or looking to optimize your retirement strategy, we’ll cover the benefits, tax advantages, and eligibility requirements of both types of accounts. We hope this help …

Ready to retire but not sure what to expect? The first year of retirement can be full of surprises—both exciting and challenging. In this video, we reveal 6 essential tips that nobody really talks about and we’ll share 1 powerful BONUS tip.