Broker Check

Diversifying Your Investments
Kaden Moyer
Friday, March 13, 2026

Diversification is one of the simplest ways to manage risk in your portfolio. In this video, Kaden explains how diversifying your investments can help create a more balanced strategy.

Are You a Part of the So-called Sandwich Generation?
Stephanie Aloi, EA
Friday, January 23, 2026

Many adults today are balancing the financial and emotional demands of raising children while supporting aging parents, a reality that can create added pressure but also opportunity. By clarifying your financial values, setting a clear vision for your family’s future, learning from your parents’ experiences, and seeking professional guidance, you can make informed decisions and adapt as life changes. Teaching healthy money habits to your children helps ensure long-term stability, allowing you to move forward with confidence and control. 

Year-end tax moves can still make a real difference
Kaden Moyer
Friday, December 19, 2025

A few smart strategies now could mean keeping more of your money later.


As the year comes to a close, there are still opportunities to make smart tax moves that can reduce what you owe and strengthen your overall financial plan. In this short video, we walk through a few key end-of-year tax strategies to consider before the calendar flips, and why taking action now can make a meaningful difference come tax time.

Cybersecurity Awareness Month
Stephanie Aloi, EA
Monday, October 20, 2025

October is Cybersecurity Awareness Month — a reminder that cybercrime impacts everyone, from major corporations to everyday individuals.


With the cost of these crimes expected to rise by nearly 175% since five years ago, protecting your personal information is more important than ever. Two simple but powerful steps can help: first, freeze your credit to prevent criminals from opening new accounts in your name; and second, use a password manager to create and securely store strong, unique passwords for all your accounts.


While no single action can guarantee total security, these practical measures can go a long way toward keeping your financial and personal data safe.

Life Insurance Awareness Month
Sarah Boser, EA
Thursday, September 25, 2025

This video encourages viewers to rethink life insurance during Life Insurance Awareness Month. It explains the difference between term and permanent coverage, highlights how insurance can protect loved ones from financial burdens like debts, bills, or funeral costs, and reminds viewers that it’s often more affordable than expected. The message frames life insurance as an act of love and protection and invites people to connect with Fox Financial to find a policy that fits their life and budget.

Smart People Don't Get Scammed
Kaden Moyer
Thursday, August 28, 2025

At Fox Financial, protecting your hard-earned money is just as important as helping it grow. In this video, Kaden shares practical tips on how to recognize the warning signs of financial scams and the tactics fraudsters use to trick even the most careful people. Staying informed is the first step in safeguarding your finances—watch the video to learn what to look out for and how to avoid becoming a victim.

What Are 5 Reasons to Invest in Your 401K?
Stephanie Aloi, EA
Thursday, August 7, 2025

A 401(k) is a smart way to save for retirement because it offers tax benefits, potential employer matching (free money), and long-term investment growth. Contributions are automatic from your paycheck, and your savings can grow over time—helping to secure your financial future.


In this episode of Myth Busters, here are the 5 reasons to invest in your 401K.

Investing is Not Just for Men
Sarah Boser, EA
Thursday, June 12, 2025

Investing is for everyone. In this month's Myth Buster video, Sarah debunks the idea that investing is only for men.


The video challenges the myth that investing is only for men and explains why investing is an important tool for building long-term financial security. It outlines the unique financial challenges women often face, such as lower average earnings and career breaks, and shows how investing can help overcome these gaps. Viewers are introduced to the four stages of investing—starting small, early growth, compounding growth, and enjoying the results—while emphasizing the value of consistency and patience. The video also notes that investors don’t need to be experts, as professional guidance can provide support in creating a personalized financial plan.

The Truth About Market Volatility and Retirement
Kaden Moyer
Tuesday, May 06, 2025

Market ups and downs can feel unsettling, but they don’t have to derail your long-term retirement goals. In this video, Kaden from Fox Financial explains why short-term volatility is a normal part of investing and how a well-structured plan keeps you on track. Staying focused on the bigger picture helps ensure your retirement strategy remains strong—even when the markets get bumpy.