Latest Posts

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

We enjoyed participating as the Presenting Sponsor for this FUN event!

Daniel Platt, CFA, discusses how individuals let emotion and psychology influence decisions (financial), rather than mak...

Tom Logan, CFA Investment Strategist from BlackRock join us for a discussion on “Understanding International Markets and...

Brandon Miller, CFA walks through all the various retirement plans available to self-employed folks.

Brio Financial and Stanaland & Associates hosted a discussion on tax and financial planning in our changing world. Durin...

Watch this replay to learn everything you didn’t know you needed to know about enrolling in Medicare and more!

Robert Stein, Deputy Chief Economist of First Trust recaps the end of 2018 along with looking forward for 2019.

Is it possible that we’re witnessing the end of this long bull market—or does it still have some steam left? Watch this...

We hit the fairway with fun!