Brendan responds to a trending question, “How do I time the market?”

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

Learn about the benefits teens and young adults may reap from investing some of their summer earnings in a Roth IRA.

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...

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.

Brendan takes a look at the history of gold and its usefulness as an investment, especially as it compares with stocks and bonds.

The markets continue to be extremely volatile, making many people uneasy. Brendan helps you put this market in perspective.

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.