Armstrong ∙ Dixon

09/04/2026

We’re proud to celebrate Greg Armstrong, who has been recognized as an Honorable Mention recipient for the 20th Annual Invest in Others Awards.

Greg’s recognition reflects his longstanding commitment to Mt. Washington Pediatric Hospital, where he gives his time, leadership and support to help further the hospital’s mission and serve the children and families in our community.

Of the hundreds of financial professionals nominated across the country, just 75 received an Honorable Mention this year. We’re incredibly proud to see Greg’s impact recognized.

Congratulations, Greg!

Invest in Others

09/03/2026

Your 401(k) Deserves a Check-In

When was the last time you reviewed your 401(k)? Take a closer look at your balance, savings rate, investments and beneficiaries—and make sure you're taking advantage of the resources available to you.

Use 401(k) Day as an opportunity to review your retirement savings, understand your investments, and make sure your plan stays on track.

09/02/2026

Even successful families have blind spots.

🎙️ Even the most successful families and business owners have blind spots. In this episode of Conversation Room, Greg Armstrong and Schuyler Engelhardt explore how unseen risks, overlooked opportunities, and emotional decision-making can impact financial, legal, tax, and family planning.

🔗 Listen now — link in bio.

09/01/2026

This week’s Market Minute 🎙️

The Fed and interest rates may move markets, but that doesn’t mean they should drive your financial plan.

Schuyler Engelhardt breaks down the latest from Jackson Hole and why staying focused on your goals, time horizon, and long-term strategy matters more than predicting the Fed’s next move.

🎧 Watch this week’s Market Minute.

08/31/2026

A thoughtful review looks beyond your portfolio to make sure the pieces of your financial life are still working together—and that your plan continues to reflect where you are today and where you want to go next.

08/27/2026

Making It Make Sense: The Roth 5-Year Rule

Roth accounts can offer valuable tax benefits, but the five-year rules come with important nuances. Here’s what investors should know.

Learn how the Roth 5-year rule works, including Roth IRA and Roth 401(k) holding periods, qualifying events, and Roth conversions.

08/26/2026

🎙️ Another clip from The Conversation Room!

With so much attention around IPOs, it can be easy to get caught up in the excitement. Joe Breslin and Schuyler Engelhardt take a closer look at what the IPO buzz really means, and why keeping a long-term perspective matters.

🎧 Listen to the full episode of The Conversation Room through the link in our bio!

08/25/2026

Don't miss this week's The Conversation Room's Market Minute.

Clear insights. Relevant Updates. Just a few minutes of your time.

We hope you'll tune in each week and stay connected with us!

08/20/2026

College Costs, 529 Plans & Student Loans: 2026 Updates

The college landscape is changing quickly. From tuition costs to workforce training programs and student loan updates, see what families should know when planning for higher education.

Learn about the biggest college planning updates for 2026, including rising tuition, expanded 529 plan benefits, student loan changes, and new education pathways.

08/18/2026

Don't miss this week's The Conversation Room: Market Minute.

Clear insights. Relevant updates. Just a few minutes of your time.

We hope you'll tune in each week and stay connected with us!