Resources

Wealth Planning

The Transformative Power of Saving Early

Discover how starting to save early can dramatically grow your wealth. Learn how behavioral finance explains saving habits, the power of compounding, and strategies to overcome procrastination and build a secure financial future.

Oct 28, 2026

Retirement

Retirement Survey: Are Americans Ready For Retirement? See How You Compare.

Discover key insights from our new retirement sentiment survey. Learn what drives confidence, where gaps remain, and how planning with an advisor can help.

Kate Maier CFP®, CTFA, J.D.

Oct 28, 2026

Retirement

Retirement Survey: Are Americans Ready For Retirement? See How You Compare.

Discover key insights from our new retirement sentiment survey. Learn what drives confidence, where gaps remain, and how planning with an advisor can help.

Kate Maier CFP®, CTFA, J.D.

Oct 28, 2026

Media appearances

CBS: Dustin Smith Featured in “Does it matter which party wins? Not much for your portfolio over time”

Dustin Smith explains why company performance matters more than election results for long-term returns and cautions against changing investments based on politics.

Dustin Smith CFP®

Oct 27, 2026

Blog

Making Sense of the Midterms Elections and the Markets

Bruce Helmer and Peg Webb explain how midterm elections can affect markets and why investors should focus on economic fundamentals and long-term financial goals rather than political predictions.

Bruce Helmer

Oct 27, 2026