Brendan discusses the crucial topic of when to take Social Security, focusing on what influences the decision based on your birth year.

Waymark can review your filed tax return with you to break down your taxes in a way that makes it easier to understand.

On this Coffee with Brendan, the tables are turned and Brandon interviews Brendan!

Preparing for tax time can be a daunting task, so let Waymark help make your tax preparation easier.

Most of you already know Brandon quite well, but he’s still got a few surprises up his sleeve! Watch his interview to learn more about him.

Watch Hanifa’s interview with Brendan and learn everything from her professional background to which TV shows she’s currently binge-watching

Brendan shares LPL’s 2023 Market Forecast—along with a healthy dose of skepticism and comparison of last year's forecast.

Secure Act 2.0 was passed on December 29th, 2022, and it contains many changes to retirement account rules.

It’s New Year’s resolution time, and Brendan has a unique way of choosing them called WDYWFY, aka “What Do You Want For Yourself?"

The next time the Fed will decide on interest rates is December 14, 2022. What they do will likely have a significant effect on the market.

Brendan reviews how I Bonds work, what they’re currently paying, and why they’re still a relatively attractive investment vehicle.

Once you understand this simple mathematical concept it becomes obvious why staying invested has historically been a good move.

When we spend much of our time consuming that negative news, it begins to affect our mood and our emotions.

Brendan responds to a trending question, “How do I time the market?”

In this video, Brendan goes over what he feels are the most important parts of this proposed relief plan that you need to consider.

The stock market steadily declined during the first half of this year, but in the last couple of months, it has bounced back a bit. In this

Learn about the benefits teens and young adults may reap from investing some of their summer earnings in a Roth IRA.

Planning a trip to Disney soon? It’s the world’s most magical place, but if you don’t go prepared, you’ll spend your vacation fighting...

In this episode of Coffee with Brendan, he explains how inflation can lead to a recession and what you can expect if we do experience one.

Brendan takes a look at the history of gold and its usefulness as an investment, especially as it compares with stocks and bonds.