Joseph Browning

Not all investment portfolios are built the same way. Associate Financial Advisor Joseph Browning breaks down the three major retirement portfolio types—indexed, factor-based, and actively managed—exploring their advantages, disadvantages, and approaches to investing. Learn why understanding what you own and how your portfolio works is an important step toward aligning your investments with your long-term financial goals.

Saving for college is important—but where you save can make a significant difference when it comes to financial aid eligibility. Associate Financial Advisor Joseph Browning explains how FAFSA evaluates income and assets, and shares strategies that can help families maximize both their savings and potential financial aid opportunities.

Real Talk: Are my Finances “Healthy”? Almost everyone on God’s green Earth pauses at some point and asks themselves the same question: “How am I doing financially?” “Am I saving enough for retirement?”“Do I have too much debt?”“Are my expenses reasonable for what I earn, or am I one unexpected event away from financial stress?” What makes these questions so difficult is that there’s no such thing as a truly “average” life. People have different incomes, careers, family situations, ages,...