RESOURCES

Explore Our Resources

We’ve put together a library of information on important financial topics that we believe you’ll find helpful. We also encourage you to visit our blog and subscribe to our email list to receive news and information direct to your inbox.

 

Simply click on any of the general financial topics and you’ll find a selection of easy-to-understand information about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

 

You can also scroll through our news stream which brings you the latest information and news from a variety of publishers including New York Times, Bloomberg, Washington Post, and more.

Join Our List!

The Latest News...

What Really Matters Now

Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek FinancialAs we head into the end of 2022, most investors can probably agree that it has been a very difficult year in the market. And as we look forward to 2023, there are still several things that could be concerning, including raising rates, concerning macro-economic data, persistently high inflation, and continuing volatility in the markets.Despite the ongoing struggle to decern whether a bottom is or not, there are a few things that likely need to be worked out before recession risk can abate. This question is important because markets have had… READ MORE

Hey there new parent! With the excitement of a new baby, it’s easy to overlook some key financial steps to take, like updating beneficiary designations. Here are a few steps you should consider. Update your health insurance policy Unfortunately, this process does not happen automatically. You’ll need to do it manually and quickly or you could lose out on insurance benefits. If you have insurance through an employer, you may have limited time to add your child to your policy. Switching to a lower deductible plan is an option if you are concerned about your baby’s potential health care costs. If… READ MORE

Get Ready to Calm the Noise

Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek FinancialBear markets are not fun for most investors. Emotions are often running high and worry seems to be the only market emotion. Various emotional temptations seem to endlessly attack. There is disbelief when a bear market begins, fear as it takes hold, dread as each new data-point disappoints, hope that someone will do something to stop the pain, and fear or missing out when massive upwards moves seem to come out of nowhere. Above all, the desire to know “why” endlessly plagues investors.It is helpful to remain disciplined in your investment… READ MORE

As a parent, one of many responsibilities is to guide your children towards becoming successful contributors to society.  You want to give them all the tools needed to step into adulthood mentally and financially prepared. You want to do the right thing when it comes to financial planning for your children. Financial planning for your children starts with taking care of them when they’re young and dependent, and can lead up to transferring your wealth to them when you die.However, which financial planning topics should be covered at each age range to ensure you stay on track? Under 10 Years OldThe first… READ MORE