July 26, 2024
Video: 2024 Midyear Outlook – Uneven Markets and Economy
Stephen: Welcome to the Smart Money Show. I’m Stephen Rischall and today we’re going over our 2024 mid-year market recap
Read MoreJuly 22, 2024
Adjustments to Maximize Your 401(k)
Making the most of your 401(k) plan can significantly enhance your retirement savings, providing you with greater financial security in
Read MoreJuly 19, 2024
Navalign 2024 Midyear Outlook
Strong but Uneven Markets & Economy The first half of 2024 has presented a mixed but intriguing picture for the
Read MoreJuly 16, 2024
Estate Planning for Modern Families: Trusts, Gifting, and the GST Tax
With today’s diverse family structures, effective estate planning is crucial. From blended families to those with generational wealth, the strategies
Read MoreJuly 11, 2024
Protecting Your Wealth During Vacation Season
Summer vacations are a time to unwind and relax, but they can also pose risks to your financial security. Whether
Read MoreJuly 2, 2024
Summer Savings Tips to Maximize Your Finances
Summer is a season filled with fun activities, travel, and relaxation. However, it can also be a time of increased
Read MoreJune 26, 2024
Video: Your Portfolio and the Presidential Election
Stephen: With the 2024 presidential elections fast approaching, we know many of you have concerns about how the outcome might
Read MoreJune 25, 2024
5 Tips for Managing Finances During Summer Vacations
Summer vacations are a time to relax and create memories, but it’s still important to keep your finances in mind.
Read MoreJune 25, 2024
Mid-Year Financial Check Up: Are You On Track?
By conducting a thorough mid-year financial check-up, you can ensure you’re on track to meet your financial goals and make
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