Money Smarts: Behavioral Finance
by Brandon Miller on Oct 12, 2023
Gene Elliott and Lindsey Swanson discuss how individuals can let emotion and psychology influence financial decisions.
Building a Solid Financial Foundation
by Brandon Miller on May 10, 2023
When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean?
Care for a COLA with Your Social Security?
by Brandon Miller on Jul 20, 2022
Increases may be coming. Learn more!
Summertime Checkup
by Brandon Miller on Jul 13, 2022
With this year half over, here are a few financial matters to check on.
Client Conference Call - Why Are the Markets So Volatile Right Now?
by Brandon Miller on Jul 1, 2022
Brandon Miller and Brio’s own Portfolio Analyst Jon Clements took time again to chat about the goings on in the market.
If you have any questions you
The Retirement Reality Checklist
by Brandon Miller on Jun 29, 2022
Little things to keep in mind for life after work.
Should You Downsize for Retirement?
by Brandon Miller on Jun 16, 2022
Some retirees save a great deal of money by doing so; others do not.
Rehearsing for Retirement
by Brandon Miller on Jun 8, 2022
Try living as a “retiree” for a month or two before you commit to leaving your career.
The Behavior Gap and Your Financial Health
by Brandon Miller on Jun 1, 2022
How might it affect you?
Are You Retiring Within the Next 5 Years?
by Brandon Miller on May 18, 2022
What to focus on as the transition approaches
Client Conference Call - Let's Talk Market Volatility
by Brandon Miller on May 17, 2022
The markets have been up and down, let's talk why.
Breaking Down the Great Resignation
by Brandon Miller on May 11, 2022
What has led many Americans to leave their jobs for other opportunities?