VLOGS

Tune in today at 1:30 pm for a commentary from Senior Financial Advisor, Mark Carter and Chief Investment Officer, Brice Carter, on the current market.

In this week's Personal Life Cycle series Brice sits down with real estate agent, Ed Constable, and Allie to discuss the best practices when you are interested in going from renting to buying a home.

In this week's Personal Life Cycle series, Brice sits down with twins, John and Elizabeth to chat about what they know about money and how they plan to use it.

Often consumers assume they will spend less in retirement, however a variety of factors could result in you spending MORE in retirement.

Last week we announced that Mark and Brice would be doing a Facebook live video to discuss the current economic climate. After that announcement, many of you who do not have a Facebook reached out with interest in watching their video. We are pleased to announce that we were able to accommodate those requests, here is the replay of Mark and Brice as they did a webinar-style presentation with updates on our current economic outlook!

As we get older we tend to think we should invest more conservatively however just because we reach retirement it does not mean it's time to take all risk off the table.

Does your head spin when you hear people talk on business Channels? In this Educational Moment, Brice explains some basic Wall Street slang.

This week Brice explains that the state you retire in could have a big impact on your taxes. Between breaks on social security and pensions, find our which states have the most friendly tax situation for retirees.