FINANCIAL INSIGHTS

Make more informed decisions about your money with insights shared by our advisors. Building on their years of experience with wealth planning, they’ll help you understand the science and psychology behind decision-making.

RETIREMENT PLANNING

Planning for retirement can seem overwhelming, but breaking it down into smaller components could help get you started in the right direction. Join advisor Bo Jenkins as he outlines steps you could be taking to help make planning for retirement more manageable.

ANCHORING

Anchoring is psychological bias that marketers use to influence how consumers make financial decisions. In a nutshell, anchoring is the tendency to make a decision by placing an emphasis on the first bit of information you receive. Join Brian Cunning, CFP^® as he dives into this concept to uncover ways anchoring may be impacting your financial life.

STATUS QUO BIAS

There is a subtle tendency within all of us to resist change and stick to the status quo. This behavior can manifest itself in a number of ways, including how we make financial decisions. Join Devan Wyson, Advisor, CFP^® MSFS, as he discusses ways you can challenge the status quo by not settling for the sake of familiarity, especially when it comes to your money.

REPORTS & INSIGHTS

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