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Production of the U.S. penny has officially ended. Learn what this means for you.

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Enjoying a secure financial future all comes down to making mindful decisions today.

We get to know you and your dreams before pursuing your financial goals together. Then we help you secure your future by fitting our investment services to your needs. We’ll help you understand all the options available to you for managing your personal, family or business finances. 

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Blog

On Our Minds

Pie chart showing when Americans last updated their estate plans.

Chart of the Day: Estate Plan Updates - When and Why

January 13, 2026

Today’s Chart of the Day, prepared by Victoria Lurie at Caring.com, highlights findings from the 2025 Wills and Estate Planning Study.

Chart with images of pennies, nickels, dimes and quarters showing the face values and cost of making each coin.

Chart of the Day: Does it Make Cents?

January 8, 2026

Today’s Chart of the Day comes from Kelly Phillips Erb at Forbes and discusses the elimination of the penny in 2025.

Image of two hands typing on a laptop with ransomware warning appearing on the screen.

Don’t Get Scammed: 15 Fraud Risks to Watch Closely

December 31, 2025

As we welcome a new year, many of us focus on goals that improve our health, finances, and overall well-being. One resolution that deserves a spot at...