Trent Byerly

5 Tax-Saving Strategies to Keep More of Your Money

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money w …

How to Stay Invested in Volatile Markets Without Losing Sleep

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy wh …

New Year Update: 2024 Reflections & 2025 Expectations

As we step into 2025, I thought it would be beneficial to take a moment and reflect on what an extraordinary year 2024 was for investors.

How Hindsight Bias Hurts Investors

How many of your financial choices are based purely on logic?

What will the new administration do first?

Now that the election is over, what will the new administration prioritize in the new year?

The Value of Great Advisors

You’ve probably heard us talk about “clarity” before.