We take pride in that fact that we create our own content and don’t outsource it to others. In today’s noisy world we believe it is essential to communicate authentically and use our writing, podcast, and videos as tools to help people make better financial decisions. Our Center for Investor Education was created to focus on helping our clients and providing useful information rather than sales and marketing. With that said, as we enter the month of August we will once again be taking some time to “unplug” from writing and releasing new episodes.

Our team will obviously continue to be hard at work every day for our clients with our annual Investment Policy Statement campaign, client meetings, 401(k) administration, and monitoring the markets and portfolios for risks and potential opportunities. We just will not be publishing new articles for a couple weeks in an effort to refocus and recharge heading into September.

Our team has published dozens of new articles on various topics throughout the year so far, which we encourage you to browse via our Center for Investor Education page. We also updated our “Foundations of Financial Financial Planning” and “Foundations of Investing“. They are each a four part series with the aim of helping people distill what really matters when it comes to personal finance and investing.

We have also published four new podcast episodes discussing financial markets, personal development and our community. Finally, we started a new video series called “Off the Page” which serves as a compliment to our writing and long form podcast. With this latest project we want to bring important topics that impact our clients every day “off the page” with quick and dynamic conversations with our team and outside experts that help you be better informed to make important decisions. We encourage you to reach out with any questions, feedback, or topics for us to cover in the future. We hope you enjoy some time to unplug in your own way this summer!

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