Investing Made Mobile: 5 Apps for the Smart Investor
by Ray Sagner on Oct 7, 2021
The stock market is a fast-flying, quick U-turn, up and down game to play. It’s both exhilarating and exhausting. And, if you’re like most people, you’re
Leave your Legacy through Planned Giving
by Ray Sagner on Aug 5, 2021
There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And
More than Finances: The Benefits of Holistic Advice from Financial Professionals
by Ray Sagner on Jun 10, 2021
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
The Ins and Outs of Banking Online
by Ray Sagner on Aug 23, 2017
In a few short years, it seems as though the banking industry has revolutionized. It is now easier (and more convenient than ever) to tend to your banking needs
