Webinars

Facts Vs Feelings Take 5 – Here Come the Fed Cuts

After nine months without a move, the Fed is set to cut interest rates. In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the latest CPI data, tariff-driven inflation, rising unemployment claims, and what Fed policy …

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Alana Macy on Colorado Public Radio

Alana Macy, CFP®, MBA of Bloom Wealth Advisors joined Colorado Matters to discuss market volatility and what investors can do now. She shared three key tips: don’t panic, keep investing if you’re in accumulation mode, and have a plan for short-term needs. She also touched on inflation …

Living In Retirement Webinar

Learn how to manage The Big, Irreversible Decisions Managing Cash Flow in Retirement Starting Social Security Tax Planning Opportunities Bucketing Strategy

Identity Theft Webinar

Wealth Advisor Alana Macy shares essential tips to protect yourself from scams and identity theft. Learn key facts, warning signs, common scams, and practical steps to prevent and address identity theft.

Social Security Taxation Worksheet

Did you know that your Social Security benefits can be taxed? That’s right, as much as 85% of your Social Security benefits—money that you put away over your entire career—could be subject to taxation when you receive the benefits in retirement. This worksheet helps you figure out if …

Facts Vs Feelings Take 5 – Are We Slowing Down?

Ryan is on location at Hard Eight BBQ in Stephenville, Texas and even after a big meal, the insights keep coming. In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist,break down what the recent jobs numbers and economic data are really telli …

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