News and Media/Podcast
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What’s Brewing: Is it different this time?
October 19, 2022
Learn more in this latest video.
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What’s Brewing: Mid-Year Market Update – June 2022
June 27, 2022
The Situation as I See It The world is grappling with two opposing forces – rising inflation and slowing growth. It’s hard to solve one and not thwart the other....
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What’s Brewing: Are you Retirement Ready?
June 27, 2022
Learn more in Shari’s video.
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What’s Brewing: New Changes in the Government Worker’s Retirement Plan – Thrift Savings Plan
June 14, 2022
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What’s Brewing: 1Q 2022 Market Update
April 21, 2022
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Local Wealth Manger – Shari Burnum – Named to 2022 Forbes Best-in-State and Forbes Top Women Wealth Advisors Lists
April 13, 2022
Shari Burnum, CEO of Investor’s Resource in Madison, Alabama, has been named among the best in Alabama by Forbes, one of the most recognized organizations in the financial industry. She...
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What’s Brewing? – 2022 Portfolio Expectations
January 13, 2022
Listen to our annual recap of what happened last year and what to expect going forward in 2022 for markets.
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The Best Christmas Gift Ever – No New Taxes!
December 9, 2021
Good news from Washington! The Build Back Better Act, if approved by the Senate, will keep a lot of the same tax laws in tact! Listen in for details.
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Budgeting 101
September 16, 2021
Team member, Matt Leahy, discusses a few tips for our client family members on how to get started with the budgeting process!
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What’s Brewing: Mid-Year Market Update
July 1, 2021
Everyone is talking about these 3 things. Learn what they are and how we think they will effect your portfolio.
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