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!

Join us on this special episode of Coffee With Waymark, where Hanifa shares her path to becoming a financial advisor.

Join Brendan on Coffee with Waymark as he dives into the data to uncover surprising trends in market performance under different...

Brandon discusses his journey toward becoming a CFP® professional, outlining the work, the ethics, and the aha moments along the way.

Brendan spills the beans on how you can save big with your employer benefits.

Brendan discusses several ways to earn more interest on the cash you keep in your checking or savings account.

This month in our What Waymark Can Do for You video series, Brendan compares UTMA and 529 accounts.

Catch our latest Coffee with Waymark, where Hanifa shares the details of our upcoming “Fantasy Football Draft & Draught Party."

As people gather with family and venture on travels, it's an ideal time to revisit beneficiary designations.

Brendan delves into the increasingly controversial concept of ESG (Environmental, Social, Governance) investing.

Brendan talks about how Waymark can help you explore financing options and make informed decisions about home improvement projects.

Brendan discusses the debt ceiling, its history, and its impact on the US economy.

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.

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?”

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.

The markets continue to be extremely volatile, making many people uneasy. Brendan helps you put this market in perspective.

In spite of mostly better-than-expected corporate earnings in Q1, the market just doesn’t seem to be paying attention.

In this video, Brendan shares tips about getting the most for your trade-in and coming out with a good deal on a new car.

Learn about the benefits and drawbacks of Series I Bonds which are issued through the US government.

The Fed recently increased interest rates to combat rising inflation. But how exactly does that work?

There were only a few major tax law changes for 2022, but there’s a good chance you may be affected by them.

Brendan demystifies the tables for calculating RMDs and answers common questions about retirement account distributions.

When the market drops, most people think it’s time to play defense. But what if you played offense instead?

Does cutting the cord on traditional cable really save money? Brendan goes over the cost savings, pros and cons, and explores some options.

Brendan shares cardinal rules of playing the stock market plus where to look for public information that might gain you some insights.

Looking at the history of market ups and downs illustrates the normalcy of market volatility.

In this video, Brendan shares the basics about donor-advised funds: how they’re structured, the tax benefits, and a good way to set them up.

Have an inheritance or bonus on the way? In this ep of Coffee with Brendan, he encourages you to think twice before deciding what to do.

Hear Brendan's take on the state of inflation, concerns arising for clients, and how you should handle your portfolio.

Brendan shares a client story about proposed tax policy revisions and what you need to know looking ahead to 2022.

Learn about preventative measures to detect suspicious activity, monitor your information, and defend against identity theft.

Learn how to stay motivated throughout these uncertain times and live better now and on the other side of the pandemic.

In this video, guest speaker and Senior Mortgage Advisor Rachel Pierce talks about when it makes sense to refinance.

In our video, How to Prepare for an Unexpected Market Drop, we talk about how to avoid reacting emotionally and start thinking rationally wh

Guest speaker, Stuart J. Sweet talks about how the COVID-19 pandemic and the upcoming presidential election may impact your finances.