Articles + Resources
Practical perspectives on investing, tax planning, business strategy, and the economic topics shaping today's financial decisions.
Financial education designed to help you make more informed decisions.
Explore articles and videos covering retirement planning, investing, market updates, university retirement plans, and long-term wealth management.
Don’t Let a Bigger Social Security Check Cost You a Better Retirement
Why maximizing benefits isn’t always the same as maximizing retirement. One of the questions we get almost every day is “When should I start taking Social Security?” The answer most advisors blurt out is “Wait until age 70.
The Hidden Costs That Can Impact Your Retirement Savings
Small fees may not seem significant today, but over time they can have a meaningful impact on your retirement savings. In this video, Brad explains how investment fees, plan expenses, and other costs can add up over the course of your career, and why understanding them is an important part of long-term retirement planning.