Scott Cravens

Believe it or not, the S&P 500 has returned an average of 10.2% over the past 100 years. That’s something for investors to keep in mind as they scratch their heads at today’s equities roller coaster, wondering if it wouldn’t have been better to just put their money in a… Read More »

Kyle Ray

One of the great tragedies of wealth is that it can be short lived. Families can work very hard over many years to accumulate significant wealth, only to have it lost by subsequent generations. Believe it or not, about 70% of families lose their wealth by the second generation and… Read More »

Tyler Grubbs

Imagine being lost in the mountains without a map or a compass. What a scary thought, not knowing where you are, where you’re going, or how much energy it will take to find safety. Thankfully, most of us don’t put ourselves in those situations because of the potential dangers, and… Read More »

Charting the Course - Podcast

Episode 43 – Squared Away – Year-end Tax Conversation

Happy Thanksgiving!! This week, Tyler is joined once again by Stacy Murray, in-house CPA and advisor, as they dive into a few very important tax moves that investors can make in any market environment. You'll get insight on tax-loss harvesting, roth conversions, cash balance plans and a couple tax moves to consider in 2023. We hope you all have a wonderful week. Enjoy!

At The Helm with Lauren Mingee, Founder and CEO of Quintessa Marketing

Nominated for the Journal Record's 2022 Woman of the Year, Lauren Mingee lives everyday with passion and purpose. Her company, Quintessa Marketing, has grown exponentially over the past 6 years and is quickly becoming a household name across the U.S. in personal injury law firms. We are so grateful to Lauren for the time she spent with us and for her willingness to share her story. Enjoy!

Financial Planning 101 – Rebroadcast

This week, we are thrilled to have Max Rhodes and Kyle Ray join the podcast for an very informative discussion on all things financial planning. Through their experiences as advisors, they are able to highlight some of the more important aspects of a well-designed plan, but also breakdown a few complex issues that can arise during the planning process.  If you have any questions or comments during the episode, feel free to shoot Tyler a note via the website - Enjoy!

These presentations are for informational purposes only, They are not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Any opinions expressed are current only as of the time made and are subject to change without notice. Nothing in these presentations is intended to serve as personalized investment, tax, or insurance advice, as such advice depends on your individual facts and circumstances.