Full Article: CBS News – Which CD strategies are best for long-term savers? What the experts say For long-term savers aiming to maximize returns with certificates of deposit (CDs), experts […]
Full Article: CNET – You May Soon Pay More for Apple Devices. Experts Weigh In on Trump’s Latest Tariffs President Trump’s recent implementation of tariffs—25% on imports from Canada and […]
Full Article: Barron’s – Widespread Tariffs Almost Happened. How Consumers Can Prepare for Them In early February 2025, President Donald Trump announced the imposition of 25% tariffs on imports from […]
Full Article: Barron’s – Digital Nomads Need Financial Advice. It Could Be a Niche for Next-Generation Advisors Digital nomads—individuals who work remotely while traveling internationally—face unique financial challenges that require […]
Check out this insightful article about investing in gold, where our CEO and financial advisor, Stephan Shipe, shares his expert perspective on the benefits of gold as a stable asset. […]
Use the link below to choose whether you would like to fill out a form or schedule a call to receive a proposal for your financial plan. An initial call is completely free allows us to discuss whether our working together is a good fit.