We are pleased to introduce our new team member, Sara Smith! Sara is joining Brand Asset Management Group as part of our operations team. She will be working alongside Jim and Karry to assist clients with distribution requests and questions, charitable giving, and general custodial support. Sara’s official bio can be read on our website… Read More

We are thankful for our veterans – the men and women who risked and gave their lives for this country we are blessed to call ours. We are grateful for their families who supported them abroad and at home. And to the families and friends who have suffered the greatest loss, we pray that you… Read More

On October 19, 2016, Ryan Green hosted a webinar, featuring Medicare expert Karl Steinlage, to discuss the upcoming changes in Medicare for 2017. Watch the replay to learn about important issues such as… What’s new to Medicare in 2017 How the recently passed “Doc Fix” law affects Medicare beneficiaries How to appeal the Medicare income adjustment for Part… Read More

Are you currently funding a college savings plan for your grandchildren, or considering starting? The world of college expenses, financial aid, and 529 plans can be complex. Watch the replay of our August 16, 2016 webinar to learn about important planning strategies, such as… How to avoid negative impacts to your student’s financial aid access. Why it matters which family member… Read More

On March 4, 1957, the S&P 500 began tracking 500 large US companies. Prior to that, it tracked only 90 individual stocks. In the time since then, the S&P has hit 960 new all-time highs. That equates to about one record-breaking high every 15 trading days, or every three weeks on average. The problem with… Read More