Jul 23, 2026 | The Financial Quarterly
The Financial Quarterly | Quarter 2, 2026 Review and Outlook After a rough first quarter, stocks roared back to end the second quarter strong, with the three major indexes posting their best quarterly gains in years.1 Is a strong Q2 a sign of things to come? Or could...
Jul 14, 2026 | Events, Physicians/Dentist, Topics, Upcoming Events
In-Person Las Vegas Dental Study Club LAUNCH EVENT!: Maximizing Practice Profitability: Strategies to Increase Revenue Without Adding More Patients Join an exclusive group of local dentists for an evening of networking, collaboration, and practical insight designed...
Jul 1, 2026 | Blogs, Topics
Three choices. One century. A powerful lesson about time and compounding. If You Invested $100 in 1928… Picture this… You time travel back to the year 1928. Jazz spills out of crowded clubs. New automobiles rumble down busy city streets. Radios glow in living rooms...
Jun 17, 2026 | College Planning, Events, Previous Events, Topics
Virtual Planning for College Starts Earlier Than You Think WEBINAR: Navigating the Road to College A practical webinar for families navigating the financial and strategic decisions behind college planning. Overview College planning today is more complex than ever....
Jun 5, 2026 | Events, Previous Events, Topics
Virtual Student Loan Changes Are Coming July 1. Are You Prepared? WEBINAR: Student Loan Repayment Strategies 2026 Educational webinar for dentists, physicians, and professionals navigating major student loan updates. Overview Significant changes to federal student...
Jun 1, 2026 | Blogs, Retirement Plans, Topics
A More Flexible Way to Think About Retirement What if I’m being too conservative? What if I spend too much too early and regret it later? What if I don’t enjoy retirement because I’m afraid to touch my money? What if the way I’m spending now...
