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Investor Education


What to Do When Markets Are Volatile: A Smarter Way to Respond
What to do when markets are volatile: Learn how to stay grounded, avoid emotional decisions, and focus on what actually matters for your financial plan.

Jeff Schlotterbeck, CFP®


Tariffs and the Stock Market: Trade Shifts and a Surprising August Rally
A recent shift in U.S. trade policy introduced new tariffs—but markets reacted with surprising optimism. Here's why the news is “less bad” than expected and what it means for your investments.

Jeff Schlotterbeck, CFP®


Internet Scams Targeting the Elderly: How to Spot, Prevent, and Respond to Fraud
Older Americans lost nearly $5 billion to online scams last year. Learn the warning signs and how to protect yourself and your loved ones from these increasingly sophisticated fraud tactics.

Jeff Schlotterbeck, CFP®
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