Webinars

Live Your Life July 2025

Taxes: The Hidden Drag on Investment Returns Taxes are one of the biggest—and often most overlooked—costs in investing. In fact, they can have a greater impact on long-term returns than inflation, transaction costs, or management fees. Recent studies show that taxes can reduce investment re …

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Facts Vs Feelings Take 5 – Why the Surprise Summer Rally Can Continue

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the unexpected strength in stocks during May and June, why the economy has outperformed expectations, and what could keep momentum going in the second half of the year. From …

Live Your Life June 2025

Employee Spotlight In his reflective piece, “Faith, Finance, and the Journey: 10 Takeaways from 10 Years,” Bowen Thigpen, CFP® and Wealth Advisor at The Thigpen Group, shares insights gleaned from a decade in the financial services industry. He intertwines personal faith with pr …

Facts Vs Feelings Take 5 – Back to Your Regularly Scheduled Bull Market

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the remarkable turnaround in markets over the past 10 weeks, with the S&P 500 nearly reaching an all-time high despite previous worries around inflation, tariffs, and geo …

Tax Planning in Retirement: Strategies to Help Minimize Taxes When You Retire

The transition from employment to retirement can be complex. For decades, employees and business owners received either a regular paycheck or earnings from self-employment. Suddenly, that will slow or stop. Not only will cash inflow stop, but you will also be taking money out of all these a …

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