Apr 162 minHanifa’s Journey to Becoming a Financial AdvisorJoin us on this special episode of Coffee With Waymark, where Hanifa shares her path to becoming a financial advisor.
Mar 135 minTrump or Biden: Which Presidency Is Better for the Stock Market?Join Brendan on Coffee with Waymark as he dives into the data to uncover surprising trends in market performance under different...
Nov 15, 20237 minBrandon’s Journey to Becoming a CERTIFIED FINANCIAL PLANNER™ ProfessionalBrandon discusses his journey toward becoming a CFP® professional, outlining the work, the ethics, and the aha moments along the way.
Oct 10, 20237 minIt’s Open Enrollment Time Some Tips to Maximize Your Workplace BenefitsBrendan spills the beans on how you can save big with your employer benefits.