Discover the Waymark Way
with Wealth Building Resources

Stay In The Know With Our Wealth Compass Newsletter

May 14
3 min

Navigating College Costs: What Every Parent Needs to Know About Federal Financial Aid

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!

Apr 16
2 min

Hanifa’s Journey to Becoming a Financial Advisor

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

Mar 13
5 min

Trump 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, 2023
7 min

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.

Oct 10, 2023
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, 2023
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, 2023
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, 2023
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, 2023
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, 2023
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, 2023
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, 2023
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, 2023
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, 2023
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, 2023
9 min

Get to Know Brendan

On this Coffee with Brendan, the tables are turned and Brandon interviews Brendan!

Feb 28, 2023
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, 2023
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, 2023
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, 2023
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?"

Our Process

Discover the Waymark Way
with Wealth Building Resources

Stay In The Know With Our Wealth Compass Newsletter

Get in Touch

Quick Links

Our Process

Discover the Waymark Way with Wealth Building Resources

Stay In The Know With Our Wealth Compass Newsletter

Get in Touch

Quick Links

Discover the Waymark Way
with Wealth Building Resources