In this special episode of Coffee with Waymark, the team shares the best and worst financial advice they've received over the years. From avoiding hot stock tips to setting up smart savings habits early, this rapid-fire session is packed with practical insights for investors at every stage of life. The common thread? Personal finance is personal—what works best is what works for you.

The S&P500, Nasdaq and the Dow are ALL down in the wake of more tariffs.  Is now the right time for you to sell? Brendan offers his...

From trade wars to aggressive government spending cuts, Trump’s economic strategy is making headlines and significantly impacting the market

Brendan shares 4 straightforward strategies to help you save $500 a month. Discover how small shifts in savings accounts, credit card habits

Brendan’s worst nightmare became a reality—his wife’s identity was stolen! Was it just a minor inconvenience, or did he lose everything?

The countdown to 2025 has begun—are your finances ready for the new year? In this Coffee with Waymark, we highlight key financial tasks...

Brandon’s family is getting ready to welcome a baby boy! In this episode of Coffee with Waymark, he shares practical tips...

Did you know that the market has correctly predicted the winning presidential party 20 out of the last 24 times? In this episode of...

In this episode of "Coffee with Waymark," we explore the September 18th rate cut by the Federal Reserve, telegraphed at the recent...

In this episode of "Coffee with Waymark," we dive into the recent market volatility observed on August 5th, where the Dow Jones...

In this episode of Coffee with Waymark, Hanifa shares some exciting personal news: she purchased her first home! She shares the key factors

What’s the difference between FAFSA and the College Scholarship Service (CSS)? If you have a student heading to college soon, you won’t want

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!

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

Join Brendan on Coffee with Waymark as he dives into the data to uncover surprising trends in market performance under different...

Brandon discusses his journey toward becoming a CFP® professional, outlining the work, the ethics, and the aha moments along the way.

Brendan spills the beans on how you can save big with your employer benefits.

Brendan discusses several ways to earn more interest on the cash you keep in your checking or savings account.

This month in our What Waymark Can Do for You video series, Brendan compares UTMA and 529 accounts.

Catch our latest Coffee with Waymark, where Hanifa shares the details of our upcoming “Fantasy Football Draft & Draught Party."