Welcome to the Resource Center

We’ve put together a library of information on important financial topics that we believe you’ll find helpful. We also encourage you to visit our blog and subscribe to our email list to receive news and information direct to your inbox.

Simply click on any of the general financial topics and you’ll find a selection of easy-to-understand information about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

From the blog..

Almost a Wrap! What Will 2022 Bring?

Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial As 2021 comes to an end, we cannot help but… [...]

This is the final week of open enrollment. As Medicare’s open enrollment period is due to end December 7, recipients… [...]

One lesser-known indicator is called the Baltic Dry Index. You see it in prices at the grocery store and the… [...]

What Equity Investors Need to Know About Inflation

Guest Post by Ned Davis Research Shocking Headline Last week’s Consumer Price Index report surprised economists. The CPI jumped 6.2%… [...]

While some initiatives are left behind, others are seeing renewed interest. While it’s still too early to draw any final… [...]