In today's fast-paced world, financial news and regulatory changes can impact our clients in deep and significant ways. As financial...

Tax season is here, and with it comes several new rules and regulations to be aware of. Financial professional Chris Massenburg joined...

The SECURE Act 2.0 is now law and is intended to strengthen and expand the original SECURE Act, which was signed into law in December...

The economy took its twists and turns over the last quarter and with more expected in the 4th quarter, Managing Partners Stewart, Jon,...

Inflation reports have been causing a lot of market uncertainty. This may be the new norm for awhile. The good news is...there's plenty...

Here's a question that has been the talk for the last couple of months. Are we in a recession? Whether you want to use the Webster's...

How high will interest rates rise? Stewart Fields, CFP® joined WFAA-TV to discuss the Federal Reserve’s latest rate hike and how you can...

The Federal Reserve has raised interest rates for the fourth time this year. Jon Lawton, CFP® joined WFAA-TV to discuss the latest...

From record inflation to rising interest rates, the warning signs for a potential recession are there! Financial professional Stewart...

Cryptocurrency has gained in popularity over the last couple of years. But what exactly is it? And should you invest? Financial...

Income is powerful. Compounded income is even more powerful over time. For example, take the Bloomberg US Aggregate Bond Index where...

Its that time of year again. New Years has passed and everyone is going back to work. Time to make your predictions for the upcoming...

As the pandemic continues, so does the burnout from the 9-to-5 grind. Financial professional Chris Massenburg joined WFAA-TV to share...

By Jon Lawton, CFP® There are two types of IRAs: Traditional IRAs and Roth IRAs. They each have their advantages and disadvantages that...

The pandemic may have you reconsidering your retirement timeline. Financial professional Jon Lawton joined WFAA-TV with tips on how to...

The pandemic saw a record number of young adults move back home to live with their parents. Financial professional Stewart Fields spoke...

There’s always risk when it comes to investing. Jon Lawton, Certified Financial Planner and Managing Partner of OpenAir Advisers spoke...

Investment losses in a 401(k )are directly related to the level of risk you are taking inside the plan. However, they are not the only...

In finance, a hawk is someone who advocates keeping inflation low as the top priority in monetary policy. A dove, by contrast, is someone...

The word conjures images of spells, brooms, and pointed hats, but the term in finance refers to an event that happens four times a year...