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Helpful Links and Answers


We have a calendar packed with virtual and in-person events.  Whether it is our multi-day American Dream Experience, a lunch and learn, podcast, or radio show we are working to keep you empowered in your financial life.


Our weekly radio show is posted as a podcast for you to listen to as you workout, do errands around the house, or simply sit and listen.


Quarterly blogs are posted by Margaret and Jeremy on topics like market conditions, trends, and information that you need to know.


A collection of videos and Zoom presentations to review at a time that is convenient for you.

Myths and Truths Radio

Margaret Wittkopp and Jim Rosetti speak weekly about the Myths and Truths of Money and Investing.

New to Zoom – Start here

Login Links for Matson and eTRADE