By Tim Russell (President & Wealth Manager) at Life Financial Group Originally shared on the Life in the Markets podcast — 4/27/2026 Subscribe on Apple Podcasts or Spotify. *Note: you will get the
By Steve Virkler (Wealth Manager) at Life Financial Group Originally shared on the Life in the Markets podcast — 4/20/2026 Subscribe on Apple Podcasts or Spotify. *Note: you will get the most
By Stephen Rohrer (Wealth Manager) at Life Financial Group Originally shared on the Life in the Markets podcast — 4/13/2026 Subscribe on Apple Podcasts or Spotify. *Note: you will get the most
By Tim Russell, President & Wealth Manager at Life Financial Group Originally shared on the Life in the Markets podcast — 06/30/2025 Subscribe on Apple Podcasts or Spotify. Market Recap - June 30,
By Tim Russell, President & Wealth Manager, and Stephen Rohrer, Wealth Manager at Life Financial Group. Originally shared on the Life in the Markets podcast — 06/20/2025 Subscribe on Apple Podcasts or Spotify. Let’s take
By Tim Russell, President & Wealth Manager at Life Financial Group Originally shared on the Life in the Markets podcast — 06/16/2025 Subscribe on Apple Podcasts or Spotify. Market Recap - June 16, 2025
By Tim Russell, President & Wealth Manager at Life Financial Group Originally shared on the Life in the Markets podcast — 06/9/2025 Subscribe on Apple Podcasts or Spotify. Market Recap - June 9, 2025
By Tim Russell, President & Wealth Manager at Life Financial Group Originally shared on the Life in the Markets podcast — 06/2/2025 Subscribe on Apple Podcasts or Spotify. Over the past two weeks, the
Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an oversight. In exceptional circumstances, it is a choice.
Findings suggest that these relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money