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  • How Healthy Are Your Finances, Really? Our Free Financial Health Assessment Has the Answer.

    Take this finance assessment quiz to understand your financial health in under three minutes.

  • Julie Anchondo AVP Branch Manager

    As Assistant Vice President, Branch Manager, Julie manages and leads a team of knowledgeable financial professionals as they work together to provide an exceptional client experience. As a trusted advisor, she helps individuals achieve their financial dreams by advising and recommending appropriate solutions to exceed their expectations. Julie is committed to building high-performing teams as a dedicated and collaborative leader who is passionate about helping clients succeed.

  • 2026 Investment Outlook: Process Over Predictions

    When thinking about how investors should approach 2026, Jason Herried emphasizes that investors should focus on "Process Over Predictions." This week's Wealth Insights explores our recommended approach anchored in rebalancing, diversification and patience as we navigate elevated valuations and economic uncertainty.

  • A+ Financial Tips for Back-to-School Season

    Save on back-to-school shopping with advisor-tested savings tips, organized by elementary, middle, high school and college grade levels.

  • Don’t Just Do Something, Stand There

    CIO Dominic Ceci and Director of Wealth Strategy Joe Maier partnered together on this week’s Wealth Insights article on two psychological traps that cost investors ever year: Action bias and the illusion of control.

  • We Are All Fools—It’s Called Being Human

    This April Fool’s Day, beware of mental tricks like loss aversion, regret aversion, and herd behavior. Joe Maier, JD, shares tips in this week’s Wealth Insights column to help you avoid these pitfalls and keep your emotions in check.

  • Health Savings Account (HSA)

    A Health Savings Account (HSA) makes managing healthcare costs easier. With an HSA, you can save money to pay for qualified medical expenses.

  • Construction & Lot Loans

    Building the home of your dreams is exciting. Just as a solid foundation is important to any well-constructed house, financing is critical to the construction process as a whole.

  • Saving for the Unexpected: The Benefits of an Emergency Fund

    Understand the importance of building an emergency fund and learn practical steps to create and maintain a financial safety net. Protect your finances and gain peace of mind with our comprehensive guide.

  • Investors’ Great Expectations

    “Expectations are a fundamental driver of market prices,” shares Jason Herried in the 2024 Q2Outlook. As we look ahead, Jason examines how some expectations for Economic Growth have been met, while other expectations were overly optimistic.

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