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Market Update

This review covers national and global events impacting your investments and provides our thoughts about what you might expect to happen next.

Market Update

Market Update Content


We share our tips for planning for a successful retirement.

The Perks and Pitfalls of Self-Employment

Sole proprietors in the U.S. caught a huge break in April. The Paycheck Protection Program, borne out of the economic hardship caused by the COVID-19 pandemic, became available to solo entrepreneurs and independent contractors on April 10, 2020.1 According to a 2017 survey, 36% of U.S. workers are part of the gig economy.2 With so…


Our webinars will help keep you up to date on issues that matter to you, your family and your financial well-being.

Webinar – 2

Webinar Content - 2


Watch these informative videos to help keep you on top of the latest retirement news.



Choose from a variety of timely retirement topics.

Latest Stories

Download a free chapter of “Retirement, The Next Chapter: Helping You Find Financial Direction in the Next Stage of Life” by Scott Winstead.

Retirement used to equate to front-porch sitting, but with lengthening life spans, unpredictable taxes, decreasing access to pensions and an ever-increasing noise of punditry trying to predict market movements, it’s easy for the soon-to-be retired to feel overwhelmed.

In his book, Scott breaks down the fundamentals of navigating finances for retirees with colorful storytelling and easy-to-follow examples of industry basics.

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This retirement kit includes two guides that address topics you should consider when planning your retirement.