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Mar 27, 20239 min read
Get to Know Brendan
On this Coffee with Brendan, the tables are turned and Brandon interviews Brendan!
Feb 28, 20233 min read
How Can Waymark Help You in March 2023?
Preparing for tax time can be a daunting task, so let Waymark help make your tax preparation easier.
Feb 24, 20238 min read
Get to Know Brandon
Most of you already know Brandon quite well, but he’s still got a few surprises up his sleeve! Watch his interview to learn more about him.
Feb 7, 20237 min read
Get to Know Hanifa
Watch Hanifa’s interview with Brendan and learn everything from her professional background to which TV shows she’s currently binge-watching
Jan 26, 20237 min read
LPL’s 2023 Market Forecast
Brendan shares LPL’s 2023 Market Forecast—along with a healthy dose of skepticism and comparison of last year's forecast.
Jan 14, 20239 min read
What You Need to Know about the NEW Secure Act 2.0
Secure Act 2.0 was passed on December 29th, 2022, and it contains many changes to retirement account rules.
Dec 28, 20227 min read
New Year’s Resolutions: WDYWFY?!
It’s New Year’s resolution time, and Brendan has a unique way of choosing them called WDYWFY, aka “What Do You Want For Yourself?"
Dec 2, 20224 min read
Why Do December 13th & 14th Matter?
The next time the Fed will decide on interest rates is December 14, 2022. What they do will likely have a significant effect on the market.
Nov 18, 20227 min read
A Refresher and Update on Series I Bonds
Brendan reviews how I Bonds work, what they’re currently paying, and why they’re still a relatively attractive investment vehicle.
Oct 28, 20226 min read
Revisiting 2022: Are You Smarter Than a Fifth Grader?
Once you understand this simple mathematical concept it becomes obvious why staying invested has historically been a good move.
Oct 14, 20228 min read
A Tale of Two Wolves
When we spend much of our time consuming that negative news, it begins to affect our mood and our emotions.
Sep 30, 20227 min read
Is Now the Right Time to Get Out of the Market?
Brendan responds to a trending question, “How do I time the market?”
Sep 16, 20228 min read
What We Know About Student Loan Debt Relief (So Far)
In this video, Brendan goes over what he feels are the most important parts of this proposed relief plan that you need to consider.
Aug 31, 20226 min read
3 Reasons for the Recent Market Recovery
The stock market steadily declined during the first half of this year, but in the last couple of months, it has bounced back a bit. In this
Aug 19, 20226 min read
Turn a Summer Job into Roth IRA Savings
Learn about the benefits teens and young adults may reap from investing some of their summer earnings in a Roth IRA.
Aug 5, 20226 min read
Tips for Having a Magical Time at Disney
Planning a trip to Disney soon? It’s the world’s most magical place, but if you don’t go prepared, you’ll spend your vacation fighting...
Jul 1, 20228 min read
What is a Recession?
In this episode of Coffee with Brendan, he explains how inflation can lead to a recession and what you can expect if we do experience one.
Jun 24, 20229 min read
Is It Time to Invest in Gold?
Brendan takes a look at the history of gold and its usefulness as an investment, especially as it compares with stocks and bonds.
Jun 10, 20225 min read
A History Lesson on Bear Markets
The markets continue to be extremely volatile, making many people uneasy. Brendan helps you put this market in perspective.
May 20, 20221 min read
A Pep Talk About Today's Market
In spite of mostly better-than-expected corporate earnings in Q1, the market just doesn’t seem to be paying attention.
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