[Money Moves with Maggie]Should You Open a Trump Account for Your Child?

Are you traveling abroad this summer? With the US dollar weaker in places like the UK, Japan, and France, your money might not stretch as far. In this Money Moves with Maggie, Maggie shares smart tips for protecting your travel budget, from choosing destinations where the dollar still goes further to skipping foreign transaction fees.

[Cup of Joe] Mid-Year Check In

Watch July’s Cup of Joe for a mid-year market check-in. See how different asset classes performed through June 30th and learn why diversification continues to be your strongest defense against volatility. Get insight into what our Investment Committee is discussing, including the role of active management and the hidden risks of sitting in cash.

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[Divorce Source] 4 Steps to Reclaim Financial Freedom After Divorce

Divorce is a significant life transition—and a critical moment to realign your financial life. This 4-step approach is designed to help you take control with clarity, protect what matters most, and move forward with confidence. Because financial freedom isn’t just possible after divorce—it’s entirely within reach.

[Money Moves with Maggie] Summer Travel Plans? Make the Most of Your Money

Are you traveling abroad this summer? With the US dollar weaker in places like the UK, Japan, and France, your money might not stretch as far. In this Money Moves with Maggie, Maggie shares smart tips for protecting your travel budget, from choosing destinations where the dollar still goes further to skipping foreign transaction fees.

[Cup of Joe] All About Single-Stock Risk

Watch June’s Cup of Joe to learn why single-stock risk matters. Understand how concentrated holdings, volatility, and timing risk can impact your portfolio—and why diversification helps. Subscribe to our YouTube channel for thoughtful financial insights designed to help you stay focused on what you can control.

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Safeguarding Your Finances: Fraud Prevention During Life Transitions

Life transitions—whether joyous, challenging, or bittersweet—are moments of change that often come with emotional, logistical, and financial upheaval. Whether you’re retiring, going through a divorce, relocating, or coping with the death of a loved one, these periods make us especially vulnerable to financial fraud. Scammers often exploit distraction, stress, and shifts in routines to take advantage of unsuspecting individuals.
Here’s how you can protect yourself or a loved one from financial fraud during these sensitive life changes.

[Money Moves with Maggie] A Word of Caution on Buy Now Pay Later

Buy Now Pay Later services may seem harmless, but they can lead to overlapping payments and overspending—especially for Gen Z. In this Money Moves with Maggie, we break down how these programs work and why they should be treated like loans, not conveniences. Spend thoughtfully, not impulsively.

[Cup of Joe] Control What You Can Control… Here’s How

Watch May’s Cup of Joe for tips on staying grounded when markets shift. Learn how to manage big expenses, filter the news, and prepare your response ahead of time. Subscribe to our YouTube channel for thoughtful financial insights designed to help you stay focused on what you can control.

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