Articles

Explore current Pointer insights or dive into past articles.

Powered by AI, Fueled by Nvidia

Written By Avery Corey-Dickinson

September 1, 2026

The Trillion Dollar Trio

Written By Matt Bruce

June 10, 2026

Key Details to Review on Your Tax Return 

Written By Matt Bruce

June 10, 2026

Big Changes to the Thrift Savings Plan in 2026 

Written By Alex Suarez

April 30, 2026

A Quick Guide to Trump Accounts

Written By Matt Bruce

April 10, 2026

Will Your Child Get a W2 This Year?

Written By Matt Bruce

January 16, 2026

2026 Tax Update: What the Big New Bill Means For You

Written By Matt Bruce

January 15, 2026

Jobs, The Fed, and Your Mortgage

Written By Matt Bruce

September 18, 2025

Does Pet Insurance Make Financial Sense?

Written By Matt Bruce

June 13, 2025

The Tariff Tempest: Sentiment Storms in the Market

Written By Matt Bruce

April 7, 2025

Navigating Tariff Turbulence

Written By Matt Bruce

February 4, 2025

End of the Year Financial Checklist

Written By Matt Bruce

November 19, 2024

Is the Market Rallying Too Fast for Comfort?

Written By Matt Bruce

November 19, 2024

The Longest-Lasting Gift: A Custodial Roth IRA for Your Child

Written By Alex Suarez

August 16, 2024

BONDS ARE BACK – Why Duration Matters, Especially Now

Written By Matt Bruce

August 15, 2024

Tax Reminders

Written By Matt Bruce

March 18, 2024

Car Buying

Written By Matt Bruce

January 30, 2024

Fear and Greed

Written By Matt Bruce

October 27, 2023

A Two Faced Market

Written By Matt Bruce

July 21, 2023

Secure Act 2.0

Written By Shelly Wohler

April 3, 2023

Bank On It

Written By Matt Bruce

March 14, 2023

Big Numbers

Written By Matt Bruce

January 20, 2023

Silver Lining

Written By Matt Bruce

May 6, 2022

Russian Aggression

Written By Matt Bruce

February 24, 2022

Welcome 2022

Written By Matt Bruce

January 5, 2022

Rising Demand

Written By Matt Bruce

July 21, 2021

Stretching Valuation

Written By Matt Bruce

February 8, 2021

Vote Today

Written By Matt Bruce

November 3, 2020

Roller Coaster

Written By Roro Fernandez

June 30, 2020

Powered by AI, Fueled by Nvidia

Written By Avery Corey-Dickinson

September 1, 2026

The Trillion Dollar Trio

Written By Matt Bruce

June 10, 2026

Key Details to Review on Your Tax Return 

Written By Matt Bruce

June 10, 2026

Big Changes to the Thrift Savings Plan in 2026 

Written By Alex Suarez

April 30, 2026

A Quick Guide to Trump Accounts

Written By Matt Bruce

April 10, 2026

Will Your Child Get a W2 This Year?

Written By Matt Bruce

January 16, 2026

2026 Tax Update: What the Big New Bill Means For You

Written By Matt Bruce

January 15, 2026

Jobs, The Fed, and Your Mortgage

Written By Matt Bruce

September 18, 2025

Does Pet Insurance Make Financial Sense?

Written By Matt Bruce

June 13, 2025

The Tariff Tempest: Sentiment Storms in the Market

Written By Matt Bruce

April 7, 2025

Navigating Tariff Turbulence

Written By Matt Bruce

February 4, 2025

End of the Year Financial Checklist

Written By Matt Bruce

November 19, 2024

Is the Market Rallying Too Fast for Comfort?

Written By Matt Bruce

November 19, 2024

The Longest-Lasting Gift: A Custodial Roth IRA for Your Child

Written By Alex Suarez

August 16, 2024

BONDS ARE BACK – Why Duration Matters, Especially Now

Written By Matt Bruce

August 15, 2024

Tax Reminders

Written By Matt Bruce

March 18, 2024

Car Buying

Written By Matt Bruce

January 30, 2024

Fear and Greed

Written By Matt Bruce

October 27, 2023

A Two Faced Market

Written By Matt Bruce

July 21, 2023

Secure Act 2.0

Written By Shelly Wohler

April 3, 2023

Bank On It

Written By Matt Bruce

March 14, 2023

Big Numbers

Written By Matt Bruce

January 20, 2023

Silver Lining

Written By Matt Bruce

May 6, 2022

Russian Aggression

Written By Matt Bruce

February 24, 2022

Welcome 2022

Written By Matt Bruce

January 5, 2022

Rising Demand

Written By Matt Bruce

July 21, 2021

Stretching Valuation

Written By Matt Bruce

February 8, 2021

Vote Today

Written By Matt Bruce

November 3, 2020

Roller Coaster

Written By Roro Fernandez

June 30, 2020

Ready to start the conversation

Let's build a financial strategy that moves you forward.

Whether you're evaluating retirement plan options, optimizing your organization's cash strategy, or planning for your family's future, our experienced advisors are here to help you move forward with clarity and confidence.