In case you missed it, Brooke participated in a Twitter chat hosted by Reuters, with questions about year-end finance (#ReutersYE17). We have compiled these

National Estate Planning Awareness Week 2026 is October 19-25! Be sure to check out this recording on estate planning essentials, where Brooke speaks about

It's hard to beat the nagging feeling that there MUST be some way to predict when to buy into the market and when to sell. The feeling persists despite all the

Investment Planning for an Uncertain World

The only certainty is uncertainty. Emerging risks and opportunities are developing on a continuous basis around

New considerations for business owners.

Has your bookkeeper or CPA talked to you about the need to have an Accounting Policy regarding the expensing or

The 2015 Morningstar Analyst Ratings for 529 College-Savings Plans has just been released.  Coming out on top Vanguard's 529 in Nevada. This plan has been a