7 Economic Myths Busted

By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …

Investing in Your Child’s Financial Future: Helping Kids Develop Strong Money Management Skills

Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.

Financial Resolutions to Take Into the New Year

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …

Being an Entrepreneur vs. Being an Investor

The transition from entrepreneur to investor can be a bumpy road, especially if you stumble over some common missteps. Learn what to watch out for and what steps you can take to become a more savvy investor.

Don’t Play Without a Coach: Why Working with a Financial Advisor Is Worth It

By Marques Ogden    Athletes don’t take to the field, to the pool or to the court without a trusted coach to help them train for optimal performance.  

Where is the Money Tree? How to Teach Kids About Money, Credit Cards, Saving, Investing, Venmo and More

Craig Lemoine, Director of Consumer Investment Research      Ask kids what they think money is, and you get some interesting responses.  Over the last month, I asked my friends, family and neighbors if I could pose a question to their children about money. Their answers covered it all …

The Opportunity in Change: How Changing Goals Change Financial Plans

During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …

When Shifting Goals Mean Shifting Plans

Your plan shouldn’t look the same when you’re 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it’s time to adjust your financial plan? Use this checklist to evaluate your goals and decide when it’s time to contact …

Expand Your Charitable Reach

As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: o …

Don’t be a 56er

You just finished a one-hour meeting at the 56-minute mark. Your next meeting begins in four minutes. As a typical time maximizer, you now have to make a quick decision – what can you accomplish in the next four minutes?

Turning the Page on 2020

“On a long and lonesome highway, east of Omaha/ You can listen to the engine moanin’ out his one-note song/ …But your thoughts will soon be wandering/ The way they always do/ When your ridin’ 16 hours/ And there’s nothin’ much to do/ And you don’t feel much like ridin’/ You just wish …

Business professional using his tablet to check his financial numbers

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