- June 4, 2024

Financial Advisor Shortage: How to Attract Top Young Talent

What is one of the major issues in the financial services industry right now? As older advisors are retiring, there is a substantial need

- May 30, 2024

Financial Planning: Process over Product

The financial planning industry has come a long way. The conventional model, rooted in recommending specific financial products, often left clients feeling skeptical and

- May 28, 2024

Exciting News: 49 Financial Enhances Investment Services!

We’re thrilled to share that 49 Financial has updated our investment team to more seamlessly integrate additional expertise into our planning process. After an

- May 16, 2024

Aligning Values and Finances: A Holistic Approach to Financial Planning

In the realm of financial planning, it’s easy to get caught up in the numbers — saving, investing, spending. However, what often gets overlooked

- May 14, 2024

49 Financial Expands to Kansas City!

We’re thrilled to announce that 49 Financial is setting up roots in a brand new location – Kansas City, Kansas! By the end of

- March 28, 2024

High Valuations and Rising Rates in Today’s Investing Landscape

The beginning of 2024 has presented a new landscape to investors. The past decade of ultra-low interest rates is gone. However, some valuations suggest

- March 11, 2024

We’re Great Place to Work Certified!

We’re thrilled to announce that 49 has been certified as a Great Place to Work again, going on 4 years of being certified! It means

- February 29, 2024

Why Financial Peaks Do Not Necessarily Lead to Financial Cliffs

This past week (January 22nd) the S&P 500 reached an all-time high. At the close of the day, the S&P closed higher than the

- February 8, 2024

Our Head of Generosity Shares Tax-Saving Strategies for Nonprofits and their Donors

In the spirit of giving back and empowering nonprofits and donors alike, we are thrilled to announce that our Head of Generosity, Justin Lopez,

- January 11, 2024

The 2023 Financial Roller Coaster

If you have teenagers, you have undoubtedly experienced the joy of a roller coaster ride. If you are anything like me, the actual joy