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!
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Apr 162 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.
Mar 135 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...
Nov 15, 20237 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.
Oct 10, 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.
Sep 7, 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.
Aug 3, 20233 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.
Jul 24, 20231 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 10, 20233 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.
Jun 13, 20238 min read
What You Need to Know About ESG/Woke Investing
Brendan delves into the increasingly controversial concept of ESG (Environmental, Social, Governance) investing.
Jun 1, 20232 min read
What Waymark Can Do for You in June 2023
Brendan talks about how Waymark can help you explore financing options and make informed decisions about home improvement projects.
May 8, 20237 min read
The Debt Ceiling and Its Impact on the US Economy
Brendan discusses the debt ceiling, its history, and its impact on the US economy.
Apr 27, 20236 min read
How to Maximize Your Social Security Benefits
Brendan discusses the crucial topic of when to take Social Security, focusing on what influences the decision based on your birth year.
Mar 30, 20235 min read
What Waymark Can Do for You in April, 2023
Waymark can review your filed tax return with you to break down your taxes in a way that makes it easier to understand.
Mar 27, 20239 min read
Get to Know Brendan
On this Coffee with Brendan, the tables are turned and Brandon interviews Brendan!
Feb 28, 20233 min read
How Can Waymark Help You in March 2023?
Preparing for tax time can be a daunting task, so let Waymark help make your tax preparation easier.
Feb 24, 20238 min read
Get to Know Brandon
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.
Feb 7, 20237 min read
Get to Know Hanifa
Watch Hanifa’s interview with Brendan and learn everything from her professional background to which TV shows she’s currently binge-watching
Jan 26, 20237 min read
LPL’s 2023 Market Forecast
Brendan shares LPL’s 2023 Market Forecast—along with a healthy dose of skepticism and comparison of last year's forecast.
Dec 28, 20227 min read
New Year’s Resolutions: WDYWFY?!
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?"
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