Latest Posts

Brio Founder, Brandon Miller hosted a conference call to answer clients questions amid market swings and the Coronavirus...

The first installment of our 2020 Smarter You Series discusses all things Medicare.

A look back at the ascent stocks made during 2019 and some of the key economic developments of the year.

What do you want your money to accomplish and what would you like your legacy to be?

This event from our Money Smarts series focused on the rules of Section 199A of the recent tax reform law.

The aging conundrum: whether a solo ager or with a familial circle of support – creating a long term care plan: living...

Brio's COO, Abraham Martinez sat down with the Chris Hunt of the Health Hacker Podcast.

We had our wonderful Estate Planning Attorney partners, Loulena Miles and Miguel Torres join us to discuss the ins and...

This recording provides suggestions for teaching your kids about money—including how to save and invest it—at all ages...

Aubrey Hone, JD/LLM, joined Abraham Martinez, CFP, to discuss how they plan Employee Stock Purchase Plan (ESPP)...