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SPECIAL EDITION: Is It Time to Sell?
The S&P500, Nasdaq and the Dow are ALL down in the wake of more tariffs. Is now the right time for you to sell? Brendan offers his...
Apr 69 min read


What’s the Real Reason Behind Trump’s Trade Wars & DOGE?
From trade wars to aggressive government spending cuts, Trump’s economic strategy is making headlines and significantly impacting the market
Mar 185 min read


Want to Save $500/Month? Waymark Will Show You How!
Brendan shares 4 straightforward strategies to help you save $500 a month. Discover how small shifts in savings accounts, credit card habits
Feb 214 min read


Brendan Got Hacked!
Brendan’s worst nightmare became a reality—his wife’s identity was stolen! Was it just a minor inconvenience, or did he lose everything?
Jan 214 min read


Year-End Financial Checklist
The countdown to 2025 has begun—are your finances ready for the new year? In this Coffee with Waymark, we highlight key financial tasks...
Dec 18, 20244 min read


Financial Checklist for Expecting Parents
Brandon’s family is getting ready to welcome a baby boy! In this episode of Coffee with Waymark, he shares practical tips...
Nov 19, 20243 min read


Navigating 2024 Election Uncertainty: LPL's Investment Insights
Did you know that the market has correctly predicted the winning presidential party 20 out of the last 24 times? In this episode of...
Oct 10, 20244 min read


What the September 18th Fed Rate Cut Might Mean for Your Wallet
In this episode of "Coffee with Waymark," we explore the September 18th rate cut by the Federal Reserve, telegraphed at the recent...
Sep 17, 20245 min read


Is a Market Correction Coming? What the Last 44 Years Tell Us About Market Dips
In this episode of "Coffee with Waymark," we dive into the recent market volatility observed on August 5th, where the Dow Jones...
Aug 20, 20243 min read


How I Decided Between Renting vs. Buying in Today’s Market
In this episode of Coffee with Waymark, Hanifa shares some exciting personal news: she purchased her first home! She shares the key factors
Jul 17, 20244 min read


Navigating College Costs: What Every Parent Needs to Know About College Scholarship Service
What’s the difference between FAFSA and the College Scholarship Service (CSS)? If you have a student heading to college soon, you won’t want
Jun 18, 20244 min read


Navigating College Costs: What Every Parent Needs to Know About Federal Financial Aid
Ever wondered how federal financial aid is determined? If you have a student heading to college soon, you don't want to miss this video!
May 14, 20243 min read


Hanifa’s Journey to Becoming a Financial Advisor
Join us on this special episode of Coffee With Waymark, where Hanifa shares her path to becoming a financial advisor.
Apr 16, 20242 min read


Trump or Biden: Which Presidency Is Better for the Stock Market?
Join Brendan on Coffee with Waymark as he dives into the data to uncover surprising trends in market performance under different...
Mar 13, 20245 min read


Brandon’s Journey to Becoming a CERTIFIED FINANCIAL PLANNER™ Professional
Brandon discusses his journey toward becoming a CFP® professional, outlining the work, the ethics, and the aha moments along the way.
Nov 15, 20237 min read


It’s Open Enrollment Time Some Tips to Maximize Your Workplace Benefits
Brendan spills the beans on how you can save big with your employer benefits.
Oct 10, 20237 min read


How to Make Your Cash Work Harder
Brendan discusses several ways to earn more interest on the cash you keep in your checking or savings account.
Sep 7, 20237 min read


What Waymark Can Do for You in August, 2023
This month in our What Waymark Can Do for You video series, Brendan compares UTMA and 529 accounts.
Aug 3, 20233 min read


Gear Up for Football Season with Waymark and Nick 'Fitzy' Stevens!
Catch our latest Coffee with Waymark, where Hanifa shares the details of our upcoming “Fantasy Football Draft & Draught Party."
Jul 24, 20231 min read


What Waymark Can Do for You in July 2023
As people gather with family and venture on travels, it's an ideal time to revisit beneficiary designations.
Jul 10, 20233 min read
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