Brandon’s Journey to Becoming a CERTIFIED FINANCIAL PLANNER™ Professional
Brandon discusses his journey toward becoming a CFP® professional, outlining the work, the ethics, and the aha moments along the way.
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- Oct 10
- 7 min
It’s Open Enrollment Time Some Tips to Maximize Your Workplace Benefits
Brendan spills the beans on how you can save big with your employer benefits.
- Sep 7
- 7 min
How to Make Your Cash Work Harder
Brendan discusses several ways to earn more interest on the cash you keep in your checking or savings account.
- Aug 3
- 3 min
What Waymark Can Do for You in August, 2023
This month in our What Waymark Can Do for You video series, Brendan compares UTMA and 529 accounts.
- Jul 24
- 1 min
Gear Up for Football Season with Waymark and Nick 'Fitzy' Stevens!
Catch our latest Coffee with Waymark, where Hanifa shares the details of our upcoming “Fantasy Football Draft & Draught Party."
- Jul 10
- 3 min
What Waymark Can Do for You in July 2023
As people gather with family and venture on travels, it's an ideal time to revisit beneficiary designations.
- Jun 13
- 8 min
What You Need to Know About ESG/Woke Investing
Brendan delves into the increasingly controversial concept of ESG (Environmental, Social, Governance) investing.
- Jun 1
- 2 min
What Waymark Can Do for You in June 2023
Brendan talks about how Waymark can help you explore financing options and make informed decisions about home improvement projects.
- May 8
- 7 min
The Debt Ceiling and Its Impact on the US Economy
Brendan discusses the debt ceiling, its history, and its impact on the US economy.
- Apr 27
- 6 min
How to Maximize Your Social Security Benefits
Brendan discusses the crucial topic of when to take Social Security, focusing on what influences the decision based on your birth year.
- Mar 30
- 5 min
What Waymark Can Do for You in April, 2023
Waymark can review your filed tax return with you to break down your taxes in a way that makes it easier to understand.
- Mar 27
- 9 min
Get to Know Brendan
On this Coffee with Brendan, the tables are turned and Brandon interviews Brendan!
- Feb 28
- 3 min
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
- 8 min
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
- 7 min
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
- 7 min
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.
- Dec 28, 2022
- 7 min
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, 2022
- 4 min
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, 2022
- 7 min
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, 2022
- 6 min
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.
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