Broker Check

Private Wealth Manager Insights







Ted Smith

Ted Smith

Danica Goshert

Danica Goshert

Senior Vice President

Private Wealth Manager


Insights Piece:


September 2021:

Curveballs: Not Just for Baseball


August 2021:

Why We Do the Simple Things


July 2021:

The Great Resignation - Are You Next?


June 2021:

The Psychology Behind Money


June 2021:

A Brief Reminder on Basic Estate Planning


Charles Stewart

Charles Stewart

Associate Vice President

Private Wealth Manager


Insights Piece:


October 2021:

Your Home Purchase Power


September 2021:

Why You Should Assess Your Debt to Income Ratio


August 2021:

A Brief Video Message on Executive Compensation


July 2021:

Guide to 529 Prepaid College Tuition Plans


June 2021:

Credit Card Do's and Don'ts


June 2021:

A Financial Checklist You Can Handle