Michael Velez - Financial Advisor

Markets continue to rise, as many investors view a soft landing as a certainty. Chief Investment Officer Brent Schutte shares his view of why challenges remain.

Markets March Higher, but Is the Celebration Premature? Many investors view a soft landing as a near certainty, but inflation data and the bond market point to lingering challenges.

Incorporating protections for your digital privacy should be an integral part of your financial planning.

4 Best Practices for Protecting Your Digital Privacy Think about protecting your digital security the same as you would about looking both ways before crossing the street or locking your house before you go out.