Scott Richardson

03/12/2025

If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportunities together.

Retirement planning looks different for women than it does for men because of specific risks. Here are 6 challenges specific to women and retirement.

03/11/2025

Chief Investment Officer Brent Schutte discusses the risks and potential for unexpected opportunities in a rapidly changing global economy. http://spr.ly/618201WFy

03/05/2025

This checklist can help you get ready financially so you can focus on baby smiles.

You’ll need to get your finances in order by the time your little bundle of joy arrives. This checklist can help.

03/04/2025

Chief Investment Officer Brent Schutte discusses how to navigate the uncertainty caused by the latest economic data.

Tension between signs of slowing growth and inflation could make the Fed’s job more difficult.

02/26/2025

If you’re not using multiple options for your retirement, you could be missing out. I can help you uncover opportunities for your retirement savings.

When it comes to saving for retirement, 401(k)s and IRAs are the best-known options—but there are many others that could make more sense for your situation.

02/25/2025

Chief Investment Officer Brent Schutte discusses why consumer expectations of inflation could pose a challenge for the Fed.

Inflation, talk of tariffs and signs of slowing growth weighed on Wall Street. Where does the latest data leave the Fed?

02/19/2025

Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big difference when it comes time to file.

These steps could help you earn a bigger refund on your taxes this year

02/18/2025

Chief Investment Officer Brent Schutte discusses what the latest inflation data and retail sales report means for the Fed.

Fed Chair Powell said the Fed can be patient as it waits out inflation, but would a slowdown in the economy force the Fed’s hand?

02/12/2025

Taking the time to discuss what you both want can help ensure you’re on the same page.

You deserve to enjoy the retirement of your dreams with your significant other. Here are five discussions you should have to make sure you’re on the same page about how to make that happen.

02/11/2025

Chief Investment Officer Brent Schutte discusses signs of more balanced economic growth and why inflation is still a concern.

Last week brought more signs the economy is regaining some balance. But will inflation be a headwind?

02/05/2025

Whatever your financial goals are for the new year, I’ve got just the kickoff you need to get started. These small steps are designed to make your big goals more manageable. So, let’s do it.

Reach your big goals in the future by taking these small steps today.

02/04/2025

Chief Investment Officer Brent Schutte discusses the risk of portfolio concentration in an economy filled with surprises.

How your portfolio fared when the DeepSeek news broke last week may say a lot about how you view the value of diversification.