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Financial Education


What are Your Priorities: Where does Your Cash Go?
Starting with an important goal in mind will motivate you to tackle your budget.

Peter Newman, CFA®
Jan 7, 20214 min read


Mortgage Debt has a Purpose
Sometimes it’s a financial mistake to pay off the mortgage on your primary residence. Other times, it makes perfect sense. Let me explain.

Peter Newman, CFA®
Oct 22, 20204 min read


Financial Wellness for Your Employees
Developing a financial wellness program helps to support good financial habits, which will ease stress, increase productivity, and...

Peter Newman, CFA®
Jun 4, 20204 min read


Avoid The Latest Text Message Scam
Awareness and education are your best defenses against scams.

Peter Newman, CFA®
Dec 19, 20192 min read
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