Blog

As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19...

Please take a moment to listen to our COO & Co-Founder Peter Pigeon on the South Carolina Business Review. Pete talks with Mike Switzer about the emotional toll that comes with investing during a crisis and how to stay positive amidst...

When was the last time you reviewed your insurance policies? Have you ever put together an actual insurance plan to make sure you aren’t missing anything? Our next guest says many people tend to put off insurance planning because...

The 2018 tax reform brought the most changes to the federal income tax code in over 30 years. And your first real experience with these changes will probably be when you file your upcoming tax return. In general, most tax-payers will...

Hiring a financial planner does not mean the same thing to all people. And our next guest says that can cause a lot of confusion. So he’s in our studio today to help clear up some of these myths. Mike Switzer interviews Garet...