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Client Services
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Navigating NIL Opportunities: Why Financial Responsibility Matters for Student-Athletes
The introduction of Name, Image, and Likeness (NIL) rights has reshaped the world of college athletics. Student-athletes can now profit from their personal brands by partnering with businesses, signing endorsement agreements, and monetizing their social media presence—opportunities that were unavailable to previous generations. From a financial advisor’s perspective, NIL represents both opportunity and responsibility. For…
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From Lucky Breaks to Lasting Wealth: A Couple’s Playbook to Smart Money Moves
Couples don’t need a lottery win to build meaningful wealth together. The real advantage comes from how you handle unexpected money when it enters your lives. A bonus, inheritance, or tax refund can either disappear quickly or become a stepping stone toward shared financial security. This guide helps couples think ahead and set shared goals…
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Confidence in Chaos: How to Stay Invested Through Market Volatility
Would you rather be out of the stock market when it goes down, or risk being out when it rebounds? It is a tongue twister, but it gets to the heart of one of the most important questions in investing. There is no reliable way to consistently exit the market before downturns and reenter before…
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Buyers’ Remorse: A Small Moment That Teaches a Bigger Lesson
Have you ever watched your child make a decision you know will teach them something important, even if it is a little uncomfortable in the moment? As a parent, I would much rather spare my kids from learning things the hard way. But experience has a way of making lessons stick in a way advice…
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Talk Your Chart | Volatility, AI Spending, and Why Markets Keep Moving Forward | Ep. 77
In Episode 77 of Talk Your Chart, Marcos and Brett discuss several forces shaping today’s economic and market landscape. They explore how markets respond to geopolitical tensions, why corporate profits are rising faster than hiring, and what the surge in AI investment could mean for major technology companies. The conversation also touches on trade policy,…
