Joe Kovach, CFP® and Adam Stalnaker, CFP® break down recent market volatility, a common mistake investors make, and walk through what a real financial plan should include, from income and taxes to risk and long-term goals.

Joe Kovach, CFP® and Adam Stalnaker, CFP® walk through a simple “financial spring cleaning” checklist.

Joe Kovach, CFP® and Adam Stalnaker, CFP® break down several financial myths that can quietly derail long-term plans.

Joe Kovach, CFP® and Adam Stalnaker, CFP® are joined by Rockport’s newest advisor, Joseph Salmen, CFP®, to wrap up their discussion on the top questions every investor should be asking.

Adam Stalnaker, CFP® and Joe Kovach, CFP® cover a market update on major indexes, small caps, and precious metals and the top 10 questions everyone should ask their advisor.

Joe Kovach, CFP® and Andrew Smith, CPA break down recent market volatility and what it really means for investors, covering headline risk and earnings season swings, the danger of chasing returns, the importance of understanding after-tax outcomes, and considerations around business structure and planning for owners.