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.

This week, Mark sits down with a couple who is settling into retirement, they discuss finding the right financial advisor, what to expect in the first days of retirement, and how it's been going since they made the transition.

This week, Mark sits down with our Operations Manager, Alaina, and her husband Chris to talk about teaching your children about finances, allowance, and first jobs. You won't want to miss this one!

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!

We're back again at The Draft Sports Bar & Grill for this week's Educational Moment. Mark spends a few minutes touching on everyone's favorite civic duty, paying taxes.

This week, Mark sits down again at his favorite local sports bar, The Draft Sports Bar & Grill and takes the time to explain how cultivating long-lasting relationships with our clients is our priority and we commit to being available, involved and proactive with your financial goals.

This week, Mark sits down at his favorite local sports bar, The Draft Sports Bar & Grill and spends some time explaining relationships between federal institutions.

This week Mark illustrates the importance of having your affairs in order. Don't wait for something bad to happen before addressing it. We can help button up these issues beforehand so that you are prepared.