October 2022 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in October 2022.
I Bonds: What to Know Before You Invest
Our clients have been asking a lot of questions about I Bonds recently. In this video, Doug English, CFP® and Wes Johnson, CFP® discuss I Bonds including when they may be a good fit for your investment strategy and what to know before you invest.