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...

From trade wars to aggressive government spending cuts, Trump’s economic strategy is making headlines and significantly impacting the market

Brendan shares 4 straightforward strategies to help you save $500 a month. Discover how small shifts in savings accounts, credit card habits

Brendan’s worst nightmare became a reality—his wife’s identity was stolen! Was it just a minor inconvenience, or did he lose everything?

The countdown to 2025 has begun—are your finances ready for the new year? In this Coffee with Waymark, we highlight key financial tasks...

Brandon’s family is getting ready to welcome a baby boy! In this episode of Coffee with Waymark, he shares practical tips...

Did you know that the market has correctly predicted the winning presidential party 20 out of the last 24 times? In this episode of...

In this episode of "Coffee with Waymark," we explore the September 18th rate cut by the Federal Reserve, telegraphed at the recent...

In this episode of "Coffee with Waymark," we dive into the recent market volatility observed on August 5th, where the Dow Jones...

In this episode of Coffee with Waymark, Hanifa shares some exciting personal news: she purchased her first home! She shares the key factors

What’s the difference between FAFSA and the College Scholarship Service (CSS)? If you have a student heading to college soon, you won’t want

Ever wondered how federal financial aid is determined? If you have a student heading to college soon, you don't want to miss this video!

Join us on this special episode of Coffee With Waymark, where Hanifa shares her path to becoming a financial advisor.

Join Brendan on Coffee with Waymark as he dives into the data to uncover surprising trends in market performance under different...

Brandon discusses his journey toward becoming a CFP® professional, outlining the work, the ethics, and the aha moments along the way.