The Journal
A Trek Blog
Influential Entrepreneurs Podcast Interviews Kaitlyn Laney
When it comes to managing finances, it’s important to have the right guidance and support.
Investing with Confidence: The Basics of Investment Management
By Kaitlyn Laney, CFP® Investing with Confidence: The Basics of Investment Management Investment management is the process of managing assets and investments held by individuals
3 Effective Risk Management Strategies for Your Investment Portfolio
By Kaitlyn Laney, CFP® 3 Effective Risk Management Strategies for Your Investment Portfolio Managing risk is an important part of investment management, helping you navigate
College Bound & Covered: Essential Estate Planning Docs for Students
By Ledly Jennings, Esq | Estate Planning Attorney As a parent, sending your child off to college is a monumental milestone. It’s an exciting yet
Estate Planning: 6 Important Considerations in Planning for Your Future
To ensure that your assets are managed and distributed according to your wishes in the event of incapacity or death, it is essential to include estate planning as a part of your financial planning.
5 Financial Planning Strategies to Consider as You Approach Retirement
Retirement is a new chapter in life that could be full of exciting opportunities but can also bring about financial challenges. Transitioning from a steady paycheck to relying on your savings can take time and effort. It is essential to prepare a solid financial plan and clearly understand your retirement finances to simplify this transition.
Sowell puts ‘boots on the ground’ in Northwest Arkansas
A fast-growing Arkansas registered investment adviser (RIA) is planning for its next growth wave. No surprise that the strategy includes one of the country’s fastest-growing regions.
Corporate Retirement Plans
Corporate Retirement Plans Encourage Financial Wellness for Employees A person’s health and wellness are impacted by various life factors. One of those factors is a person’s
What does a Financial Advisor Do, and Why do I need one?
Written by: Jordan Long | Financial Advisor | Trek Wealth Solutions You are contributing to your financial future through a 401K retirement plan at work, you’ve
Q & A: Bucket List Living
There’s nobody who believes in bucket list living more than Bill Sowell, the founder and CEO of Trek Wealth Solutions. Afterall, he has been helping
