09/10/2026
Even as market conditions change, your investment approach should stay focused on your long-term goals. Join Invest with Confidence to learn how diversification, market risk, volatility, and professional portfolio oversight can influence financial decisions.
Event Details:
📅 Tuesday, September 15
🕐7 p.m. ET / 4 p.m. PT
Register today: https://bit.ly/4xhwZT0
Investing involves risk, including possible loss of principal. Diversification and asset allocation do not ensure a profit or protect against loss in declining markets.
09/08/2026
Building meaningful relationships with clients, making an impact, and loving what I do? Kinda chic.
09/04/2026
From the U.S. dollar's role as the world's reserve currency to the ongoing tensions over the Strait of Hormuz, our Investment Management Team breaks down what investors should know: https://bit.ly/4x6kbig
09/02/2026
Great meeting yesterday planning First Command’s 3rd Annual Military Appreciation Golf Tournament! ⛳
Join us Friday, November 6 at Olmos Basin Golf Course as we raise funds for military private organizations throughout JBSA that support service members and their families.
🏌️ Register by mid-September:
https://bit.ly/4xVpUby
09/01/2026
When you’re deployed, every part of your pay matters.
Take a few minutes to review your Leave and Earnings Statement (LES) so you fully understand what your combat pay includes and how it adds up.
👉 Share this with someone who could benefit from a quick refresher.
09/01/2026
Ready for retirement — or just starting to plan?
Join our virtual learning series this fall to gain strategies for investing confidently, generating retirement income, preparing for long-term care, and leaving a meaningful legacy for your family.
RSVP today: https://bit.ly/4gx4lZe
08/29/2026
The U.S. Marine Corps Reserve marks 110 years of service, built on a legacy of honor, courage, and commitment.
Today, we celebrate their contributions and thank them for their enduring service to our country.
08/27/2026
Understanding SGLI can be an important part of staying financially prepared during service.
From coverage amounts to beneficiary choices, having clarity now can help protect the people who matter most.
Tap through to learn more about what your SGLI coverage may consist of👇