News and Articles

When you think about your future and what you want to achieve, you might not see a definitive path – yet. With a financial plan, preparing to navigate the uncertainties of life in pursuit of the financial goals you want to accomplish becomes clearer, easier and more...

Identity theft can take many forms, but all of them can upend your life. Identity theft occurs when someone uses your personal data to impersonate you and steal from you. Common forms of personal information stolen by thieves include your name, birthdate, Social...

Even though it can be sensitive and complex, it’s prudent to have a plan for what happens to your assets after you pass. No financial plan is complete without an estate plan, and no estate plan is complete without at least considering whether you need a trust. Simply...

As we encounter another downswing in the ongoing bear market, it’s only natural to be concerned and ask questions. Here’s where we are at the moment: using the S&P 500 as a measure, the markets are down 22 percent from the peak at the end of last year, and just...

Forbes and SHOOK Research recently recognized the Top Next-Gen Wealth Advisors they believe are shaping the future of the wealth management industry — and we’re excited to announce Odyssey Group President and Founding Partner Aaron Sherman made the list.  The list of...

Many people approach financial planning as strictly transactional. They create a budget, open the right accounts, and expect the rest to take care of itself. But when it comes time to actually act on the plan they’ve created, many find it’s actually harder to follow...

When it comes to reaching your financial goals, the easiest way to get there is by working with the right team of professionals and advisors. But when building their teams, many people make the mistake of keeping their support systems siloed. More specifically, they...

On August 24, 2022, President Biden announced plans to offer student loan forgiveness to selected individuals. Below is a summary of the executive action that the Biden Administration plans to effectuate. It’s important to note that strong legal challenges to these...

As an investment asset, real estate is growing in popularity for good reason – it’s a powerful way to generate passive income, especially during times of inflation, because rent prices tend to increase right along with the prices of other consumer goods (unlike the...

A strong financial plan helps you stay on track to achieve your short and long-term goals — but even with a plan in place, life can get in the way. Life events can shift your priorities and change what those goals look like, often requiring you to switch up your...