Podcasts: Tune in for Investing, Information, and Relaxation

Have you discovered the value of podcasts for financial insight? Gaining outside perspectives is a smart way to look at your financial future. There are podcasts for all ages, genres, and cultures and they can be fiction or nonfiction and range from serious to comedy...

Understanding Regulation Best Interest

As we head into the second half of 2020, you may notice a change in the way investment plans are presented to you by your financial advisor. The SEC implemented a new ruling called Regulation Best Interest (REG BI) that is aimed at providing better clarity and...