When it comes to managing your finances, it's important to choose a financial advisor who is knowledgeable and experienced. But how do you know if the financial advisor you are considering is the right fit for you? Here are the top 5 questions to ask during your interview to help you make the best decision:

What is your educational and professional background, and what qualifications do you have to offer financial advice? It is important to work with a financial advisor who has the necessary education, training, and qualifications to provide financial advice. Ask the advisor about their background and qualifications, and look for someone who has a…

Do you want to reduce your taxable income and maximize your deductions, but don't know where to start? Look no further! In this blog post, we share 10 top tax planning tips that will help you save more and stress less when it comes to your taxes.

Cliff Hodge, CFA - Chief Investment Officer

Having a financial plan is a crucial step towards achieving your financial goals and improving your overall financial situation. A financial plan is a comprehensive document that outlines your income, expenses, assets, liabilities, and goals, and provides a roadmap for how you will achieve your financial objectives.

Are you thinking about your New Year's resolutions? With inflation and talk of a recession, many of us are particularly focused on improving your financial situation in the coming year. Here are five financial New Year's resolutions that can help set you on the right track:

“I would also say it’s premature to discuss pausing and it’s not something that we’re thinking about. That’s really not a conversation to be had now. We have a ways to go. And the last thing I’ll say is that I would want people to understand our commitment to getting this (quelling inflation) done, and to not making the mistake of not doing enough…