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401k IRA and other retirement plans
Retirement Plan Specialist


What Are Fiduciary Standards
When it comes to managing your money, especially for important goals like retirement or education, understanding the rules that guide financial advisors is crucial. One of the most important concepts you should know about is fiduciary principles. These principles ensure that your financial advisor acts in your best interest, not theirs. Let’s dive into what this means, why it matters, and how it can impact your financial future.
Stephen H Akin
Aug 254 min read
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All Time High
S&P 500, Nasdaq Close at Record Highs
Financial Shares lead the way higher after clearing the Feds Stress Test last week. The stock market ended the first half of 2025 with another record close.
Stephen H Akin
Jun 301 min read
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A Flourishing Future
America is the Schelling point of global finance. We have the world’s reserve currency, the deepest and most liquid markets, and the strongest property rights. For these reasons, the United States is the premier destination for international capital. And the administration’s goal is to make it even more appealing for investors like you.
Stephen H Akin
May 55 min read
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Powell's Economic Outlook
Federal Reserve Board Chairman Jerome H. Powell At the Economic Club of Chicago, Chicago, Illinois Federal Reserve of Chicago April 16,...
Stephen H Akin
Apr 164 min read
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