Financial Flash Report – #161

Everyone in their seats, class is about to begin. Paul and Mark team up to give us a basic lesson on the different sectors of the economy. Why? Because they form the basic structures that guide us to create a properly diversified portfolio, customized to meet your...

Financial Flash Report – #159

This week, Brent Atherton, tackles the CHILLING Friday the 13th topic: “Saving For Your Child’s College Education.” Listen to Brent as he slices and dices this topic better than a hockey-masked loony at a teen sleep-away camp. And you can take your...

Financial Flash Report – #158

In today’s Financial Flash Report, Tina Newman offers up 7 helpful tips to maximize an inheritance. This makes a lot of sense because we work so hard for our clients to help them make the most of their assets. There is nothing that warms our hearts more than...