Ryan Alling - Financial Advisor

03/08/2024

This International Women’s Day, we honor the trailblazing women who have shattered glass ceilings and paved the way for future generations.

03/01/2024

On this Women’s History Month, we recognize the contributions of women to the world of finance and beyond. Let’s continue to empower women to achieve their financial goals.

02/19/2024

Land of opportunity, land of dreams. Happy Presidents Day! 🇺🇸

02/14/2024

Wishing you and your loved ones a happy and prosperous Valentine’s Day! 💌

02/10/2024

As we welcome the Year of the Tiger, we wish you and your loved ones a happy and healthy Lunar New Year! 🐯

02/05/2024

Analyst Jay McCanless initiates coverage on Smith Douglas Homes Corp. (SDHC) at , setting a 12-month price target of $23.00. "...the value proposition SDHC provides has resulted in extremely low cancellations versus the public peers." 🏡

MEET OUR ANALYSTS Seth Basham, CFA® Retail Hardlines Matthew Bryson Hardware Semiconductors David Chiaverini, CFA® Mid-Cap Banks Regional Banks Laura Chico, PH.D. Biotechnology Henry Coffey, Jr., CFA® Specialty Finance Robert Driscoll, PH.D. Biotechnology Daniel Ives Technology Software Moshe Kat...

11/13/2023

Happy World Kindness Day! Tell us how you show kindness not only today but every day!

11/11/2023

Veterans Day gives us the opportunity to honor and pay tribute to all veterans who have served in the U.S. Armed Forces. We thank you for your dedication, service, and the sacrifices made to protect our country.

10/27/2023

A health savings account (HSA) is a medical savings account that can be used in conjunction with a high deductible health insurance plan.

A health savings account (HSA) is a medical savings account that can be used in conjunction with a high deductible health insurance plan. An HSA offers a number of advantages and can be a key tool not only in planning for health care costs, but as part of your overall financial planning.

10/20/2023

If you have children heading to college next year, keep in mind that the Free Application for Federal Student Aid (“FAFSA”) window opened on October 1.

If you have children heading to college next year, keep in mind that the Free Application for Federal Student Aid (“FAFSA”) window opened on October 1. The FAFSA is used by the federal government to determine if a student is eligible for various federal financial aid programs. It is best to comp...

10/13/2023

The individual or solo 401(k) and the Simplified Employee Pension IRA (“SEP-IRA”) are probably the two most prevalent types of retirement savings accounts for the self-employed.

The individual or solo 401(k) and the Simplified Employee Pension IRA (“SEP-IRA”) are probably the two most prevalent types of retirement savings accounts for the self-employed. They both offer a number of advantages, but there are a number of rules surrounding these accounts as well.

10/06/2023

Bonds are debt securities issued by corporations, state and local government entities, and the U.S. Treasury, among others. Bond investors are essentially loaning the issuer money and receiving interest payments during the time the bond issuer is using their money.

Estate planning is an important component of your financial plan. Estate planning helps ensure that your assets are passed onto the heirs and beneficiaries of your choosing. Having a proper estate plan does not just happen. You need to take the proper steps to implement your estate plan.