What can 4 Teen Eagle Scouts teach you about money management? In this unique episode of Coffee with Waymark, Brendan interviews four Eagle Scouts at summer camp, fresh off earning their Personal Management merit badge. Their takeaways on budgeting, small expenses, and financial awareness offer timely reminders for investors of all ages.

There’s a new face at Waymark! Say hi to Jen—former nurse, real estate pro, and now our newest team member. From pediatric ERs to supporting our clients, her people-first approach fits right in.

Trump’s "One Big, Beautiful Bill Act" just passed—and it brings major tax changes. In this episode of Coffee with Waymark, Brendan offers a clear, non-political breakdown of the proposed changes in Trump’s One Big Beautiful Bill. Organized by income level, he highlights what’s staying, what’s changing, and how long these updates may last.

What do a CrossFit gym owner and a financial advisor have in common? In April, both witnessed how quickly fear can take hold when markets dip. Brendan joined Mike Collette, owner of Prototype Training Systems, on a podcast following Liberation Day to unpack how emotions—especially politically charged ones—shaped client responses. 

In this special episode of Coffee with Waymark, the team shares the best and worst financial advice they've received over the years. From avoiding hot stock tips to setting up smart savings habits early, this rapid-fire session is packed with practical insights for investors at every stage of life. The common thread? Personal finance is personal—what works best is what works for you.

The S&P500, Nasdaq and the Dow are ALL down in the wake of more tariffs.  Is now the right time for you to sell? Brendan offers his...