In spite of mostly better-than-expected corporate earnings in Q1, the market just doesn’t seem to be paying attention.

In this video, Brendan shares tips about getting the most for your trade-in and coming out with a good deal on a new car.

Learn about the benefits and drawbacks of Series I Bonds which are issued through the US government.

The Fed recently increased interest rates to combat rising inflation. But how exactly does that work?

There were only a few major tax law changes for 2022, but there’s a good chance you may be affected by them.

Brendan demystifies the tables for calculating RMDs and answers common questions about retirement account distributions.

When the market drops, most people think it’s time to play defense. But what if you played offense instead?

Does cutting the cord on traditional cable really save money? Brendan goes over the cost savings, pros and cons, and explores some options.

Brendan shares cardinal rules of playing the stock market plus where to look for public information that might gain you some insights.

Looking at the history of market ups and downs illustrates the normalcy of market volatility.

In this video, Brendan shares the basics about donor-advised funds: how they’re structured, the tax benefits, and a good way to set them up.

Have an inheritance or bonus on the way? In this ep of Coffee with Brendan, he encourages you to think twice before deciding what to do.

Hear Brendan's take on the state of inflation, concerns arising for clients, and how you should handle your portfolio.

Brendan shares a client story about proposed tax policy revisions and what you need to know looking ahead to 2022.

Learn about preventative measures to detect suspicious activity, monitor your information, and defend against identity theft.

Learn how to stay motivated throughout these uncertain times and live better now and on the other side of the pandemic.

In this video, guest speaker and Senior Mortgage Advisor Rachel Pierce talks about when it makes sense to refinance.

In our video, How to Prepare for an Unexpected Market Drop, we talk about how to avoid reacting emotionally and start thinking rationally wh

Guest speaker, Stuart J. Sweet talks about how the COVID-19 pandemic and the upcoming presidential election may impact your finances.

In the video, An Introduction to Socially Responsible Investing, we talk about what socially responsible investing is and what it isn’t.