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Educational Videos

5 Financial Resolutions for a Happy and Successful 2024 Thumbnail

5 Financial Resolutions for a Happy and Successful 2024

We're revisiting an annual favorite with some new action steps you can take now, to set yourself up for success! In this video, Dustin with Mundorf Wealth Management and Erin Kennedy walk through the top 5 resolutions you should consider in 2024:

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5 Quick Tips for Young Investors Thumbnail

5 Quick Tips for Young Investors

There are also many reasons to start saving as soon as possible. So what are the five steps young investors can take today? Dustin at Mundorf Wealth Management breaks it down with Erin Kennedy.

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Should I Invest in Gold? Thumbnail

Should I Invest in Gold?

A position in gold may make sense if you're looking to diversify your portfolio. However, you'll want to consider the current interest rate environment. And if you're looking to maximize the growth of your investments, investing in gold is probably not the best vehicle.

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