Here’s Why You Should Consolidate All Your Old 401Ks With Your Financial Advisor
Trent2023-02-09T18:34:32+00:00You’ve changed companies a few times … and have a few 401ks left behind. When you change companies, deciding
Help Your Employees Understand Their 401K
Trent2023-01-25T17:53:28+00:00We hear it all the time! Employees either don’t have an advisor to help them with their 401k, don’t
How To Setup A Retirement Plan For Your Small Business
Trent2023-01-25T17:49:14+00:00Fewer than half of all small businesses have a retirement plan… and that’s a problem. Most people don’t start
IT’S GOING TO BE OK! – THOUGHTS ON INVESTING AND MARKET VOLATILITY
Trent2023-01-14T22:32:35+00:00It's that time of year when polished financial executives in $1,000 suits come out with their annual market prognostications
BE CAREFUL, CRYPTOCURRENCIES ARE DECENTRALIZED PONZI SCHEMES
Trent2023-01-06T17:21:16+00:00We've had lots of questions about cryptocurrencies over the past year. We’ve also seen lots of new articles about
The Stock Market Has Done Way Better Than You Think!
Trent2022-09-30T18:56:27+00:00The stock market has done way better than you think! It’s September, 2022 Over the last 40 years, the
Now is the time to start a retirement plan for your company
Trent2022-06-29T17:47:32+00:00Starting a retirement plan can be simpler and more economical than you might think. There are several different types
Why You Should Have A Fiduciary Financial Advisor
Trent2022-05-24T17:52:44+00:00It's very important that you work with a financial advisor that pledges to act as a fiduciary. You should
Lee’s Summit Economic Development Council Investor Highlight: Oak Road Wealth Management
Trent2022-04-29T15:03:32+00:00Dan Shepard always knew he wanted to own his own business. So, after living and working in New York
Why We Put Our Assets At Risk
Trent2022-04-29T15:04:58+00:00Yeah, there are some crazy things going on in the world right now! So, why should we put our