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Stocks end lower, wiping out Dow's gains for year after new Trump tariff threat 

Adam Shell | USA TODAY | Jun 19th, 2018
Category: Financial News

The Dow erased its gains for the year Tuesday, finishing 287 points lower and extending a global stock sell-off triggered by President Donald Trump's threat

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Wealth of millionaires surges 10.6% to top $70 trillion for the first time 

David Carrig | USA TODAY | Jun 19th, 2018
Category: Financial News

The combined wealth of the world’s millionaires rose for a sixth straight year and topped $70 trillion for the first time ever in 2017 thanks to an improving

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401(k) investing: How Millennial men and women invest differently 

Adam Shell | USA TODAY | Jun 12th, 2018
Category: Education

Millennial men don't mind risky investments like Bitcoin, or boosting their money knowledge with the help of the financial media. But their female peers are

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Who really owns bitcoin now? 

Hannah Murphy | CNBC | Jun 8th, 2018
Category: Education

On the final day in his insurance job last week after 14 years in the sector, Donnie wore a T-shirt emblazoned with a rocket logo, the symbol for bitcoin, and the

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The U.S. Labor Market Just Hit a Key Level That We Haven't Seen Since 1970 

Sho Chandra & Jeanna Smialek | Bloomberg | Jun 5th, 2018
Category: Financial News

The U.S. labor market has reached another milestone: For the first time in decades, there are more job openings than unemployed Americans who could fill them. Vacancies

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A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.