Logan and Allie talk through how to set up children for financial success.

Quint and Logan give financial and motivational book recommendations.

Quint and Allie talk about robo or digital advisors. They discuss the good and the bad of utilizing one of... more

Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments.

Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for... more

Quint and Allie talk about future tax consequences of putting funds in a trust.

Daniel and Quint talk about when you should be saving and when you should be investing.

Daniel and Allie talk about actually spending money versus our usual talk of saving.

Logan and Allie talk about different careers in Wealth Management and pathways to get to there.

Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for... more