Jonathon Allen, CFP®Jan 51 minTransform Your Financial Future in 2024 with 5 Powerful ResolutionsAbout 30% of people surveyed by Forbes say they set New Year’s resolutions to improve their finances. If you’re in that group, we can help!
Jim Parks, CFP, AIFAug 8, 20232 minWhat are bonds?Bonds are loans that investors make to governments, companies and other entities. When an investor buys a bond, they agree to lend...
Jim Parks, CFP, AIFJul 18, 20231 minLPL Financial Research Midyear Outlook 2023: The Path Toward StabilityOur 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of...
Jim Parks, CFP, AIFMar 27, 20231 minPlease Welcome Ryan Hunt, MBA to the PWM TeamRyan is looking forward to meeting you and delivering on our mission of helping our amazing clients plan with purpose for a life well lived.