We create financial strategies tailored to your goals. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Jacob Richter and any other entity listed herein are not affiliated with Kestra IS or Kestra AS. Investor Disclosures - https://bit.ly/KF-Disclosures
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09/07/2026
You are unique. Your goals and needs should be the basis of any financial strategy you follow.
A Look at Whole Life Insurance Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
09/04/2026
Even if you’re young and single, you should still consider protecting yourself with insurance.
Insurance Needs Assessment: When You're Young and Single Even if you’re young and single, you should still consider protecting yourself.
09/04/2026
Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.
Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2
09/02/2026
Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.
8 Financial Milestone Birthdays Get ready to celebrate your financial birthdays in this informative infographic.
When Should You Claim Social Security? Let's Map Your Strategy
Thinking about a prepaid debit card? Consider the pros and cons.
08/26/2026
Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
Mastering Mobile Lingo Do you understand these common mobile slang terms?
08/24/2026
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Bridging the Confidence Gap In the world of finance, the effects of the
Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.
08/19/2026
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
Rightsizing for Retirement What does your home really cost?