As a business owner, what should I know before adding a financial wellness program?

By Mark Fissel
Posted on May 30th, 2019

Financial wellness programs are gaining traction among employee benefit offerings, and for good reason: In an International Foundation of Employee Benefit Plans (IFEBP) survey, 96% […]

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Financial Advice for Recent College Graduates

By Mark Fissel
Posted on May 30th, 2019

You’ve put in the hard work as a college student and finally received your diploma. Now you’re ready to head out on your own. And […]

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Charitable Giving After Tax Reform

By Mark Fissel
Posted on May 30th, 2019

Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how […]

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Managing Your Money in a Gig Economy

By Mark Fissel
Posted on May 30th, 2019

According to the Bureau of Labor Statistics, 16.5 million people rely on contingent or alternative work arrangements for their income.1 Often referred to as the […]

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Exchange-Traded Funds: ETF Strategies Can Be Trendy or Tried-and-True

By Mark Fissel
Posted on May 30th, 2019

As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in […]

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Ten Money-Saving Travel Tips

By Mark Fissel
Posted on May 30th, 2019

Exploring the world sounds fun and exciting, but it can be expensive to travel. However, there are ways to experience the trip of your dreams […]

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Time for a Mid-Year Investment Check

By Mark Fissel
Posted on May 30th, 2019

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. […]

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May 2019 Monthly Recap

By jporter
Posted on May 11th, 2019

Opportunity Zone Update: New IRS Language The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second […]

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Opportunity Zone Update: New IRS Language Clarifies Lingering Issues

By Clint Edgington
Posted on May 2nd, 2019

The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second set of Treasury regulations regarding Opportunity […]

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How Much Money Should a Family Borrow for College?

By Mark Fissel
Posted on April 26th, 2019

There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing […]

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