Discover the Waymark Way
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Thinking about buying gold? You're not alone. But before you do, hear what our team has to say. In this Coffee with Waymark, Brendan hosts a hot debate between Hanifa and Brandon on whether gold belongs in your portfolio. It’s a short conversation that may give you a new way to think about gold. Find out:  the pros and cons of investing in gold some basic history of the gold market if gold is really a “safe haven” whether it’s better to buy physical gold or an index fund Bren

529 plans just got a major upgrade. From Roth rollovers to expanded K–12 limits, Brandon breaks down what families need to know to maximize their savings.

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

Looking carefully at how you handle cash at year-end can make a difference in your tax burden and overall financial planning.