Smarter You - Small Business
by Brandon Miller on Jan 24, 2024
Are you or someone you know a small business owner? Are you able to see beyond the day-to-day operations to make sure...
Quarterly Market Update Call
by Brandon Miller on Dec 14, 2023
Hard to believe but 2023 is wrapping up and there is a lot to unpack about where we are and what we can expect from the...
Smarter You - Medicare
by Brandon Miller on Nov 13, 2023
It’s open enrollment season for Medicare which means it is as good a time as any to review your coverage or consider...
Quarterly Market Update Call
by Brandon Miller on Oct 12, 2023
Where do we stand in the first month of Q4?
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.
Schwab Transition Town Hall
by Brandon Miller on Aug 14, 2023
Do you have questions about the upcoming transition from TD to Schwab? Watch out latest video to find out more!
Quarterly Market Update Call
by Brandon Miller on Jul 13, 2023
Welcome to July! Can you believe we are more than halfway through 2023 already? Well, if you can’t believe that, you’re...
Smarter You - Small Business Strategies
by Brandon Miller on May 15, 2023
If you are making money, we want to make sure that you are using it and saving it smartly. If you aren’t, we’ll talk...
Smarter You - Generational Wealth
by Brandon Miller on Apr 17, 2023
Watch our smarter you series where we talk all about generational wealth.
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